Mission Wealth Management, LP Caterpillar Inc Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Caterpillar Inc stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,112 shares of CAT stock, worth $3.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,112
Previous 6,679 21.46%
Holding current value
$3.05 Million
Previous $2.22 Million 42.63%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 31, 2024
BUY
$316.8 - $391.12 $453,974 - $560,474
1,433 Added 21.46%
8,112 $3.17 Million
Q2 2024

Aug 02, 2024
BUY
$321.47 - $379.3 $151,733 - $179,029
472 Added 7.6%
6,679 $2.22 Million
Q1 2024

Apr 30, 2024
BUY
$278.63 - $366.43 $498,469 - $655,543
1,789 Added 40.49%
6,207 $2.27 Million
Q4 2023

Feb 05, 2024
BUY
$226.05 - $298.12 $2,034 - $2,683
9 Added 0.2%
4,418 $1.31 Million
Q3 2023

Oct 23, 2023
BUY
$240.58 - $288.65 $73,136 - $87,749
304 Added 7.41%
4,409 $1.2 Million
Q2 2023

Aug 04, 2023
BUY
$205.75 - $247.67 $63,782 - $76,777
310 Added 8.17%
4,105 $1.01 Million
Q1 2023

Apr 07, 2023
BUY
$215.01 - $264.54 $42,786 - $52,643
199 Added 5.53%
3,795 $868,000
Q4 2022

Feb 02, 2023
BUY
$171.23 - $243.14 $16,780 - $23,827
98 Added 2.8%
3,596 $861,000
Q3 2022

Oct 12, 2022
BUY
$162.44 - $198.25 $42,071 - $51,346
259 Added 8.0%
3,498 $574,000
Q2 2022

Jul 27, 2022
SELL
$178.67 - $235.08 $36,627 - $48,191
-205 Reduced 5.95%
3,239 $579,000
Q1 2022

Apr 25, 2022
BUY
$182.83 - $229.87 $57,042 - $71,719
312 Added 9.96%
3,444 $767,000
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $36,276 - $41,136
192 Added 6.53%
3,132 $648,000
Q3 2021

Nov 05, 2021
SELL
$189.84 - $221.66 $51,636 - $60,291
-272 Reduced 8.47%
2,940 $564,000
Q2 2021

Aug 10, 2021
BUY
$208.86 - $244.79 $103,176 - $120,926
494 Added 18.18%
3,212 $699,000
Q1 2021

May 10, 2021
BUY
$180.63 - $233.63 $85,257 - $110,273
472 Added 21.02%
2,718 $630,000
Q4 2020

Jan 19, 2021
BUY
$146.71 - $182.21 $87,292 - $108,414
595 Added 36.04%
2,246 $409,000
Q3 2020

Oct 16, 2020
BUY
$125.73 - $153.87 $207,580 - $254,039
1,651 New
1,651 $246,000
Q1 2020

Apr 10, 2020
SELL
$91.85 - $150.53 $142,091 - $232,869
-1,547 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$117.97 - $148.5 $182,499 - $229,729
1,547 New
1,547 $228,000
Q3 2019

Oct 16, 2019
SELL
$113.38 - $139.64 $184,469 - $227,194
-1,627 Closed
0 $0
Q2 2019

Aug 09, 2019
BUY
$119.81 - $143.36 $194,930 - $233,246
1,627 New
1,627 $222,000

Others Institutions Holding CAT

# of Institutions
3,127
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
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 $198B
  • 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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email