A detailed history of Iron Bridge Private Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 13,728 shares of CAT stock, worth $5.35 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
13,728
Previous 13,655 0.53%
Holding current value
$5.35 Million
Previous $4.55 Million 18.05%
% of portfolio
2.11%
Previous 1.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$316.8 - $391.12 $23,126 - $28,551
73 Added 0.53%
13,728 $5.37 Million
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $65,901 - $77,756
-205 Reduced 1.48%
13,655 $4.55 Million
Q1 2024

May 15, 2024

SELL
$278.63 - $366.43 $109,222 - $143,640
-392 Reduced 2.75%
13,860 $5.08 Million
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $42,723 - $56,344
-189 Reduced 1.31%
14,252 $4.21 Million
Q3 2023

Nov 13, 2023

BUY
$240.58 - $288.65 $229,753 - $275,660
955 Added 7.08%
14,441 $3.94 Million
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $2.77 Million - $3.34 Million
13,486 New
13,486 $3.32 Million
Q1 2022

May 16, 2022

SELL
$182.83 - $229.87 $29,801 - $37,468
-163 Closed
0 $0
Q4 2020

Mar 24, 2021

BUY
$146.71 - $182.21 $23,913 - $29,700
163 New
163 $30,000

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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