Ivc Wealth Advisors LLC Caterpillar Inc Transaction History

Ivc Wealth Advisors LLC

  • $222 Million
  • Q4 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,006 shares of CAT stock, worth $2.21 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
4,006
Previous 3,992 0.35%
Holding current value
$2.21 Million
Previous $1.9 Million 16.12%
% of portfolio
1.0%
Previous 0.86%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$480.82 - $585.49 $6,731 - $8,196
14 Added 0.35%
4,006 $2.21 Million
Q3 2025

Oct 09, 2025
SELL
$390.92 - $477.15 $5,472 - $6,680
-14 Reduced 0.35%
3,992 $1.9 Million
Q2 2025

Jul 22, 2025
SELL
$273.94 - $388.21 $67,663 - $95,887
-247 Reduced 5.81%
4,006 $1.56 Million
Q1 2025

Apr 08, 2025
BUY
$326.75 - $407.63 $87,569 - $109,244
268 Added 6.73%
4,253 $1.4 Million
Q4 2024

Jan 17, 2025
SELL
$360.37 - $416.88 $137,300 - $158,831
-381 Reduced 8.73%
3,985 $1.45 Million
Q3 2024

Oct 24, 2024
BUY
$316.8 - $391.12 $1,900 - $2,346
6 Added 0.14%
4,366 $1.71 Million
Q2 2024

Jul 16, 2024
BUY
$321.47 - $379.3 $73,616 - $86,859
229 Added 5.54%
4,360 $1.45 Million
Q1 2024

Apr 19, 2024
BUY
$278.63 - $366.43 $35,386 - $46,536
127 Added 3.17%
4,131 $1.51 Million
Q4 2023

Jan 10, 2024
BUY
$226.05 - $298.12 $11,076 - $14,607
49 Added 1.24%
4,004 $1.18 Million
Q3 2023

Oct 05, 2023
BUY
$240.58 - $288.65 $3,849 - $4,618
16 Added 0.41%
3,955 $1.08 Million
Q2 2023

Jul 13, 2023
SELL
$205.75 - $247.67 $10,699 - $12,878
-52 Reduced 1.3%
3,939 $969,000
Q1 2023

Apr 13, 2023
SELL
$215.01 - $264.54 $35,476 - $43,649
-165 Reduced 3.97%
3,991 $913,000
Q4 2022

Jan 17, 2023
BUY
$171.23 - $243.14 $2,910 - $4,133
17 Added 0.41%
4,156 $0
Q3 2022

Oct 12, 2022
BUY
$162.44 - $198.25 $11,695 - $14,274
72 Added 1.77%
4,139 $679,000
Q2 2022

Jul 11, 2022
SELL
$178.67 - $235.08 $4,109 - $5,406
-23 Reduced 0.56%
4,067 $727,000
Q1 2022

Apr 27, 2022
BUY
$182.83 - $229.87 $17,368 - $21,837
95 Added 2.38%
4,090 $911,000
Q4 2021

Jan 13, 2022
SELL
$188.94 - $214.25 $21,728 - $24,638
-115 Reduced 2.8%
3,995 $826,000
Q3 2021

Oct 08, 2021
BUY
$189.84 - $221.66 $33,411 - $39,012
176 Added 4.47%
4,110 $789,000
Q2 2021

Jul 13, 2021
BUY
$208.86 - $244.79 $10,651 - $12,484
51 Added 1.31%
3,934 $856,000
Q1 2021

Apr 20, 2021
BUY
$180.63 - $233.63 $11,921 - $15,419
66 Added 1.73%
3,883 $900,000
Q4 2020

Feb 01, 2021
BUY
$146.71 - $182.21 $559,992 - $695,495
3,817 New
3,817 $695,000

Others Institutions Holding CAT

# of Institutions
3,721
Shares Held
337M
Call Options Held
7.29M
Put Options Held
7.32M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • 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 Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors 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 Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email