Independent Wealth Network Inc. Caterpillar Inc Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Independent Wealth Network Inc. holds 26,546 shares of CAT stock, worth $9.52 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

26,546

Previous 26,607 0.23%

Holding current value

$9.52 Million

Previous $9.65 Million 9.29%

% of portfolio

3.7%

Previous 4.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$326.75 - $407.63 $19,931 - $24,865	-61 Reduced 0.23%	26,546 $8.75 Million
Q4 2024 Jan 17, 2025	SELL	$360.37 - $416.88 $4,324 - $5,002	-12 Reduced 0.05%	26,607 $9.65 Million
Q3 2024 Oct 15, 2024	SELL	$316.8 - $391.12 $18,691 - $23,076	-59 Reduced 0.22%	26,619 $10.4 Million
Q2 2024 Jul 18, 2024	BUY	$321.47 - $379.3 $6,429 - $7,586	20 Added 0.08%	26,678 $8.89 Million
Q1 2024 May 20, 2024	BUY	$278.63 - $366.43 $7.43 Million - $9.77 Million	26,658 New	26,658 $9.77 Million
Q4 2023 Jan 12, 2024	BUY	$226.05 - $298.12 $30,516 - $40,246	135 Added 0.51%	26,490 $7.83 Million
Q3 2023 Oct 11, 2023	SELL	$240.58 - $288.65 $23,336 - $27,999	-97 Reduced 0.37%	26,355 $7.19 Million
Q2 2023 Jul 12, 2023	BUY	$205.75 - $247.67 $3,086 - $3,715	15 Added 0.06%	26,452 $6.51 Million
Q1 2023 Apr 18, 2023	BUY	$215.01 - $264.54 $3,870 - $4,761	18 Added 0.07%	26,437 $6.05 Million
Q4 2022 Jan 25, 2023	SELL	$171.23 - $243.14 $7,705 - $10,941	-45 Reduced 0.17%	26,419 $0
Q3 2022 Oct 17, 2022	BUY	$162.44 - $198.25 $20,467 - $24,979	126 Added 0.48%	26,464 $4.34 Million
Q2 2022 Jul 26, 2022	BUY	$178.67 - $235.08 $714 - $940	4 Added 0.02%	26,338 $4.71 Million
Q1 2022 Apr 20, 2022	BUY	$182.83 - $229.87 $22,122 - $27,814	121 Added 0.46%	26,334 $5.87 Million
Q4 2021 Feb 10, 2022	BUY	$188.94 - $214.25 $24,562 - $27,852	130 Added 0.5%	26,213 $5.42 Million
Q3 2021 Nov 04, 2021	BUY	$189.84 - $221.66 $4.95 Million - $5.78 Million	26,083 New	26,083 $5.31 Million

Others Institutions Holding CAT

# of Institutions

3,269

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $189B
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...

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Independent Wealth Network Inc. Caterpillar Inc Transaction History