A detailed history of Independent Wealth Network Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Independent Wealth Network Inc. holds 26,678 shares of CAT stock, worth $10.4 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares
26,678
Previous 26,658 0.08%
Holding current value
$10.4 Million
Previous $9.77 Million 9.03%
% of portfolio
4.27%
Previous 4.77%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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