Iht Wealth Management, LLC Caterpillar Inc Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,856 shares of CAT stock, worth $5.44 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,856
Previous 11,960 17.59%
Holding current value
$5.44 Million
Previous $4.64 Million 1.29%
% of portfolio
0.13%
Previous 0.14%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$390.92 - $477.15 $822,495 - $1 Million
-2,104 Reduced 17.59%
9,856 $4.7 Million
Q2 2025

Aug 14, 2025
BUY
$273.94 - $388.21 $88,756 - $125,780
324 Added 2.78%
11,960 $4.64 Million
Q1 2025

May 15, 2025
BUY
$326.75 - $407.63 $555,148 - $692,563
1,699 Added 17.1%
11,636 $3.84 Million
Q4 2024

Feb 14, 2025
SELL
$360.37 - $416.88 $1.3 Million - $1.5 Million
-3,595 Reduced 26.57%
9,937 $3.6 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $831,916 - $1.03 Million
2,626 Added 24.08%
13,532 $5.29 Million
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

# of Institutions
3,621
Shares Held
338M
Call Options Held
7.64M
Put Options Held
7.64M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • 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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