Investment House LLC Caterpillar Inc Transaction History

Investment House LLC

$1.83 Billion
Q3 2024

A detailed history of Investment House LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Investment House LLC holds 5,783 shares of CAT stock, worth $2.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,783

Previous 5,623 2.85%

Holding current value

$2.3 Million

Previous $1.87 Million 20.72%

% of portfolio

0.12%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$316.8 - $391.12 $50,688 - $62,579	160 Added 2.85%	5,783 $2.26 Million
Q2 2023 Aug 08, 2023	SELL	$205.75 - $247.67 $119,746 - $144,143	-582 Reduced 9.38%	5,623 $1.38 Million
Q1 2023 May 09, 2023	BUY	$215.01 - $264.54 $21,501 - $26,454	100 Added 1.64%	6,205 $1.42 Million
Q4 2022 Feb 07, 2023	BUY	$171.23 - $243.14 $28,252 - $40,118	165 Added 2.78%	6,105 $1.46 Million
Q3 2022 Oct 31, 2022	BUY	$162.44 - $198.25 $196,877 - $240,279	1,212 Added 25.63%	5,940 $975,000
Q1 2022 Apr 14, 2022	SELL	$182.83 - $229.87 $18,283 - $22,987	-100 Reduced 2.07%	4,728 $1.05 Million
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $242,615 - $283,281	-1,278 Reduced 20.93%	4,828 $927,000
Q1 2021 May 06, 2021	SELL	$180.63 - $233.63 $650,087 - $840,834	-3,599 Reduced 37.08%	6,106 $1.42 Million
Q4 2020 Jan 13, 2021	SELL	$146.71 - $182.21 $44,159 - $54,845	-301 Reduced 3.01%	9,705 $1.77 Million
Q2 2020 Jul 13, 2020	BUY	$104.48 - $137.72 $376,128 - $495,792	3,600 Added 56.2%	10,006 $1.27 Million
Q2 2019 Aug 05, 2019	SELL	$119.81 - $143.36 $5,990 - $7,168	-50 Reduced 0.77%	6,406 $873,000
Q1 2019 May 03, 2019	SELL	$121.51 - $141.41 $36,453 - $42,423	-300 Reduced 4.44%	6,456 $875,000
Q4 2018 Feb 06, 2019	SELL	$112.34 - $158.22 $371,620 - $523,391	-3,308 Reduced 32.87%	6,756 $858,000
Q3 2018 Oct 09, 2018	SELL	$132.02 - $156.38 $26,404 - $31,276	-200 Reduced 1.95%	10,064 $1.54 Million
Q2 2018 Jul 10, 2018	BUY	$134.61 - $158.92 $46,575 - $54,986	346 Added 3.49%	10,264 $1.39 Million
Q1 2018 May 08, 2018	SELL	$144.29 - $170.89 $67,672 - $80,147	-469 Reduced 4.52%	9,918 $1.46 Million
Q3 2017 Oct 30, 2017	BUY	$112.85 - $125.23 $1.17 Million - $1.3 Million	10,387	10,387 $1.3 Million

Others Institutions Holding CAT

# of Institutions

3,121

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

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...

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Investment House LLC Caterpillar Inc Transaction History