A detailed history of Iron Horse Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 136 shares of CAT stock, worth $49,989. This represents 0.02% of its overall portfolio holdings.

Number of Shares
136
Previous 131 3.82%
Holding current value
$49,989
Previous $43,000 23.26%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2024

BUY
$316.8 - $391.12 $1,584 - $1,955
5 Added 3.82%
136 $53,000
Q2 2024

Jul 22, 2024

BUY
$321.47 - $379.3 $1,607 - $1,896
5 Added 3.97%
131 $43,000
Q1 2024

Apr 17, 2024

BUY
$278.63 - $366.43 $2,786 - $3,664
10 Added 8.62%
126 $46,000
Q4 2022

Jan 19, 2023

BUY
$171.23 - $243.14 $14,725 - $20,910
86 Added 286.67%
116 $28,000
Q3 2022

Oct 12, 2022

SELL
$162.44 - $198.25 $13,969 - $17,049
-86 Reduced 74.14%
30 $5,000
Q1 2022

Apr 11, 2022

SELL
$182.83 - $229.87 $1,828 - $2,298
-10 Reduced 7.94%
116 $26,000
Q3 2021

Oct 06, 2021

SELL
$189.84 - $221.66 $18,984 - $22,166
-100 Reduced 44.25%
126 $24,000
Q2 2021

Jul 23, 2021

SELL
$208.86 - $244.79 $10,443 - $12,239
-50 Reduced 18.12%
226 $49,000
Q4 2020

Jan 14, 2021

BUY
$146.71 - $182.21 $40,491 - $50,289
276 New
276 $50,000

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 $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
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.