A detailed history of Wr Wealth Planners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,589 shares of CAT stock, worth $3.77 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
9,589
Previous 9,612 0.24%
Holding current value
$3.77 Million
Previous $3.2 Million 17.15%
% of portfolio
1.08%
Previous 1.01%

Shares

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

Oct 17, 2024

SELL
$316.8 - $391.12 $7,286 - $8,995
-23 Reduced 0.24%
9,589 $3.75 Million
Q2 2024

Jul 31, 2024

SELL
$321.47 - $379.3 $229,529 - $270,820
-714 Reduced 6.91%
9,612 $3.2 Million
Q1 2024

Jul 31, 2024

SELL
$278.63 - $366.43 $59,348 - $78,049
-213 Reduced 2.02%
10,326 $3.78 Million
Q4 2023

Jul 30, 2024

BUY
$226.05 - $298.12 $2.38 Million - $3.14 Million
10,539 New
10,539 $3.12 Million
Q3 2023

Aug 01, 2024

BUY
$240.58 - $288.65 $117,643 - $141,149
489 Added 4.82%
10,633 $2.9 Billion
Q2 2023

Aug 01, 2024

BUY
$205.75 - $247.67 $109,459 - $131,760
532 Added 5.53%
10,144 $2.5 Billion
Q1 2023

Aug 01, 2024

SELL
$215.01 - $264.54 $406,798 - $500,509
-1,892 Reduced 19.68%
7,720 $1.77 Billion
Q4 2022

Oct 10, 2024

SELL
$171.23 - $243.14 $44,519 - $63,216
-260 Reduced 3.62%
6,925 $1.66 Billion
Q3 2022

Oct 10, 2024

SELL
$162.44 - $198.25 $394,241 - $481,152
-2,427 Reduced 25.25%
7,185 $1.18 Billion
Q2 2022

Oct 17, 2024

SELL
$178.67 - $235.08 $31,803 - $41,844
-178 Reduced 2.42%
7,185 $1.28 Billion
Q1 2022

Oct 17, 2024

SELL
$182.83 - $229.87 $406,979 - $511,690
-2,226 Reduced 23.21%
7,363 $1.64 Billion

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 $208B
  • 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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