A detailed history of Iht Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 10,906 shares of CAT stock, worth $4.26 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,906
Previous 10,408 4.78%
Holding current value
$4.26 Million
Previous $3.81 Million 4.75%
% of portfolio
0.14%
Previous 0.15%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $160,092 - $188,891
498 Added 4.78%
10,906 $3.63 Million
Q1 2024

May 15, 2024

SELL
$278.63 - $366.43 $76,623 - $100,768
-275 Reduced 2.57%
10,408 $3.81 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $8,815 - $11,626
39 Added 0.37%
10,683 $3.16 Million
Q3 2023

Nov 14, 2023

BUY
$240.58 - $288.65 $98,878 - $118,635
411 Added 4.02%
10,644 $2.91 Million
Q2 2023

Aug 14, 2023

BUY
$205.75 - $247.67 $345,454 - $415,837
1,679 Added 19.63%
10,233 $2.52 Million
Q1 2023

May 15, 2023

BUY
$215.01 - $264.54 $68,158 - $83,859
317 Added 3.85%
8,554 $1.96 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $10,616 - $15,074
62 Added 0.76%
8,237 $1.97 Million
Q3 2022

Nov 22, 2022

BUY
$162.44 - $198.25 $548,884 - $669,886
3,379 Added 70.45%
8,175 $1.34 Million
Q2 2022

Aug 15, 2022

SELL
$178.67 - $235.08 $10,005 - $13,164
-56 Reduced 1.15%
4,796 $857,000
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $20,294 - $25,515
111 Added 2.34%
4,852 $1.08 Million
Q4 2021

Feb 14, 2022

BUY
$188.94 - $214.25 $50,824 - $57,633
269 Added 6.02%
4,741 $980,000
Q3 2021

Nov 15, 2021

SELL
$189.84 - $221.66 $529,273 - $617,988
-2,788 Reduced 38.4%
4,472 $859,000
Q2 2021

Aug 16, 2021

BUY
$208.86 - $244.79 $388,061 - $454,819
1,858 Added 34.39%
7,260 $1.58 Million
Q1 2021

May 18, 2021

SELL
$180.63 - $233.63 $7,225 - $9,345
-40 Reduced 0.74%
5,402 $1.25 Million
Q4 2020

Feb 17, 2021

BUY
$146.71 - $182.21 $129,691 - $161,073
884 Added 19.39%
5,442 $991,000
Q3 2020

Nov 19, 2020

BUY
$125.73 - $153.87 $24,140 - $29,543
192 Added 4.4%
4,558 $680,000
Q2 2020

Aug 14, 2020

SELL
$104.48 - $137.72 $76,061 - $100,260
-728 Reduced 14.29%
4,366 $552,000
Q1 2020

May 13, 2020

SELL
$91.85 - $150.53 $37,199 - $60,964
-405 Reduced 7.36%
5,094 $591,000
Q4 2019

Feb 18, 2020

BUY
$117.97 - $148.5 $58,277 - $73,359
494 Added 9.87%
5,499 $812,000
Q3 2019

Nov 15, 2019

BUY
$113.38 - $139.64 $42,971 - $52,923
379 Added 8.19%
5,005 $641,000
Q2 2019

Aug 12, 2019

BUY
$119.81 - $143.36 $64,937 - $77,701
542 Added 13.27%
4,626 $631,000
Q1 2019

May 16, 2019

BUY
$121.51 - $141.41 $39,855 - $46,382
328 Added 8.73%
4,084 $553,000
Q4 2018

Feb 15, 2019

SELL
$112.34 - $158.22 $57,518 - $81,008
-512 Reduced 12.0%
3,756 $477,000
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $176,774 - $209,392
1,339 Added 45.72%
4,268 $651,000
Q2 2018

Aug 13, 2018

SELL
$134.61 - $158.92 $5,653 - $6,674
-42 Reduced 1.41%
2,929 $397,000
Q1 2018

May 15, 2018

SELL
$144.29 - $170.89 $17,026 - $20,165
-118 Reduced 3.82%
2,971 $427,000
Q4 2017

Feb 14, 2018

BUY
$124.72 - $158.42 $56,622 - $71,922
454 Added 17.23%
3,089 $513,000
Q3 2017

Nov 14, 2017

BUY
$112.85 - $125.23 $297,359 - $329,981
2,635
2,635 $334,000

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 $206B
  • 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
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