A detailed history of Ridgecrest Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,984 shares of CAT stock, worth $745,587. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,984
Previous 1,975 0.46%
Holding current value
$745,587
Previous $657,000 17.96%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Nov 04, 2024

BUY
$316.8 - $391.12 $2,851 - $3,520
9 Added 0.46%
1,984 $775,000
Q1 2024

Apr 17, 2024

SELL
$278.63 - $366.43 $69,657 - $91,607
-250 Reduced 11.24%
1,975 $723,000
Q4 2023

Jan 09, 2024

SELL
$226.05 - $298.12 $452 - $596
-2 Reduced 0.09%
2,225 $657,000
Q2 2022

Jul 29, 2022

BUY
$178.67 - $235.08 $17,867 - $23,508
100 Added 4.7%
2,227 $398,000
Q1 2022

Apr 26, 2022

SELL
$182.83 - $229.87 $14,077 - $17,699
-77 Reduced 3.49%
2,127 $474,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $14,548 - $16,497
77 Added 3.62%
2,204 $456,000
Q3 2021

Nov 03, 2021

BUY
$189.84 - $221.66 $170,856 - $199,494
900 Added 73.35%
2,127 $408,000
Q2 2021

Jul 21, 2021

BUY
$208.86 - $244.79 $57,854 - $67,806
277 Added 29.16%
1,227 $267,000
Q1 2021

May 19, 2021

BUY
$180.63 - $233.63 $171,598 - $221,948
950 New
950 $220,000

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 $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 Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, 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 Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.