A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 2,400 shares of CAT stock, worth $911,112. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$911,112
Previous $879,000 9.1%
% of portfolio
0.33%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$278.63 - $366.43 $28,141 - $37,009
-101 Reduced 4.04%
2,400 $879,000
Q4 2023

Jan 25, 2024

SELL
$226.05 - $298.12 $4,521 - $5,962
-20 Reduced 0.79%
2,501 $739,000
Q3 2023

Oct 26, 2023

SELL
$240.58 - $288.65 $4,811 - $5,773
-20 Reduced 0.79%
2,521 $688,000
Q2 2023

Aug 07, 2023

SELL
$205.75 - $247.67 $3,086 - $3,715
-15 Reduced 0.59%
2,541 $625,000
Q1 2023

May 11, 2023

SELL
$215.01 - $264.54 $10,750 - $13,227
-50 Reduced 1.92%
2,556 $584,000
Q4 2022

Jan 30, 2023

SELL
$171.23 - $243.14 $73,628 - $104,550
-430 Reduced 14.16%
2,606 $624,000
Q3 2022

Oct 24, 2022

SELL
$162.44 - $198.25 $1,624 - $1,982
-10 Reduced 0.33%
3,036 $578,000
Q2 2022

Jul 12, 2022

BUY
$178.67 - $235.08 $43,059 - $56,654
241 Added 8.59%
3,046 $546,000
Q1 2022

Apr 11, 2022

BUY
$182.83 - $229.87 $38,942 - $48,962
213 Added 8.22%
2,805 $609,000
Q3 2021

Nov 09, 2021

BUY
$189.84 - $221.66 $158,516 - $185,086
835 Added 47.52%
2,592 $555,000
Q2 2021

Jul 19, 2021

BUY
$208.86 - $244.79 $89,809 - $105,259
430 Added 32.4%
1,757 $365,000
Q1 2021

Apr 28, 2021

SELL
$180.63 - $233.63 $18,063 - $23,363
-100 Reduced 7.01%
1,327 $306,000
Q4 2020

Jan 20, 2021

SELL
$146.71 - $182.21 $3,667 - $4,555
-25 Reduced 1.72%
1,427 $277,000
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $21,374 - $26,157
-170 Reduced 10.48%
1,452 $246,000
Q2 2020

Jul 30, 2020

SELL
$104.48 - $137.72 $9,194 - $12,119
-88 Reduced 5.15%
1,622 $228,000
Q1 2020

Apr 30, 2020

BUY
$91.85 - $150.53 $157,063 - $257,406
1,710 New
1,710 $205,000

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 $200B
  • 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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