A detailed history of Icon Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 791 shares of CAT stock, worth $314,414. This represents 0.02% of its overall portfolio holdings.

Number of Shares
791
Previous 795 0.5%
Holding current value
$314,414
Previous $195,000 10.26%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $962 - $1,154
-4 Reduced 0.5%
791 $215,000
Q2 2023

Aug 03, 2023

BUY
$205.75 - $247.67 $37,446 - $45,075
182 Added 29.69%
795 $195,000
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $131,801 - $162,163
613 New
613 $140,000
Q2 2019

Aug 13, 2019

SELL
$119.81 - $143.36 $79,434 - $95,047
-663 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$121.51 - $141.41 $80,561 - $93,754
663 New
663 $90,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $172,418 - $204,232
-1,306 Closed
0 $0
Q2 2018

Aug 13, 2018

SELL
$134.61 - $158.92 $30,287 - $35,757
-225 Reduced 14.7%
1,306 $177,000
Q1 2018

May 15, 2018

SELL
$144.29 - $170.89 $7,935 - $9,398
-55 Reduced 3.47%
1,531 $226,000
Q4 2017

Feb 13, 2018

BUY
$124.72 - $158.42 $197,805 - $251,254
1,586
1,586 $250,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $210B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.