Independent Solutions Wealth Management, LLC Caterpillar Inc Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$316.8 - $391.12 $230,313 - $284,344	-727 Closed	0 $0
Q1 2024 Dec 19, 2024	BUY	$278.63 - $366.43 $8,358 - $10,992	30 Added 4.3%	727 $266 Million
Q4 2023 Dec 19, 2024	BUY	$226.05 - $298.12 $157,556 - $207,789	697 New	697 $206 Million
Q4 2022 Dec 19, 2024	SELL	$171.23 - $243.14 $388,692 - $551,927	-2,270 Closed	0 $0
Q3 2022 Dec 19, 2024	BUY	$162.44 - $198.25 $65,950 - $80,489	406 Added 21.78%	2,270 $372 Million
Q4 2021 Dec 19, 2024	BUY	$188.94 - $214.25 $352,184 - $399,362	1,864 New	1,864 $385 Million
Q2 2021 Dec 19, 2024	SELL	$208.86 - $244.79 $316,214 - $370,612	-1,514 Closed	0 $0
Q1 2021 Dec 19, 2024	SELL	$180.63 - $233.63 $19,327 - $24,998	-107 Reduced 6.6%	1,514 $351 Million
Q4 2020 Dec 19, 2024	SELL	$146.71 - $182.21 $2,934 - $3,644	-20 Reduced 1.22%	1,621 $295 Million
Q3 2020 Dec 19, 2024	SELL	$125.73 - $153.87 $2,514 - $3,077	-20 Reduced 1.2%	1,641 $245 Million
Q2 2020 Dec 19, 2024	SELL	$104.48 - $137.72 $4,701 - $6,197	-45 Reduced 2.64%	1,661 $210 Million
Q4 2019 Dec 13, 2024	BUY	$117.97 - $148.5 $201,256 - $253,341	1,706 New	1,706 $252 Million

Others Institutions Holding CAT

# of Institutions

3,125

Shares Held

335M

Call Options Held

6.57M

Put Options Held

7.63M

Vanguard Group Inc Valley Forge, PA

46.5M
Shares

$17.1 Billion
0.33% of portfolio
State Street Corp Boston, MA

36.4M
Shares

$13.4 Billion
0.59% of portfolio
Black Rock Inc. New York, NY

36.2M
Shares

$13.3 Billion
0.28% of portfolio
State Farm Mutual Automobile Insurance CO Bloomington, IL

17.7M
Shares

$6.52 Billion
6.04% of portfolio
Capital World Investors Los Angeles, CA

17.5M
Shares

$6.43 Billion
1.09% of portfolio

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $194B
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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