A detailed history of Wbh Advisory Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Wbh Advisory Inc holds 5,493 shares of CAT stock, worth $2.01 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,493
Previous 5,722 4.0%
Holding current value
$2.01 Million
Previous $1.91 Million 12.76%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 15, 2024

SELL
$316.8 - $391.12 $72,547 - $89,566
-229 Reduced 4.0%
5,493 $2.15 Million
Q2 2024

Jul 11, 2024

BUY
$321.47 - $379.3 $12,215 - $14,413
38 Added 0.67%
5,722 $1.91 Million
Q1 2024

Apr 16, 2024

SELL
$278.63 - $366.43 $1,114 - $1,465
-4 Reduced 0.07%
5,684 $2.08 Million
Q4 2023

Jan 09, 2024

SELL
$226.05 - $298.12 $34,585 - $45,612
-153 Reduced 2.62%
5,688 $1.68 Million
Q3 2023

Oct 10, 2023

SELL
$240.58 - $288.65 $74,339 - $89,192
-309 Reduced 5.02%
5,841 $1.59 Million
Q2 2023

Jul 12, 2023

SELL
$205.75 - $247.67 $31,891 - $38,388
-155 Reduced 2.46%
6,150 $1.51 Million
Q1 2023

Apr 20, 2023

BUY
$215.01 - $264.54 $18,490 - $22,750
86 Added 1.38%
6,305 $1.44 Million
Q3 2022

Oct 18, 2022

SELL
$162.44 - $198.25 $7,634 - $9,317
-47 Reduced 0.75%
6,219 $1.02 Million
Q2 2022

Jul 12, 2022

SELL
$178.67 - $235.08 $50,563 - $66,527
-283 Reduced 4.32%
6,266 $1.1 Million
Q1 2022

Apr 29, 2022

SELL
$182.83 - $229.87 $73,132 - $91,948
-400 Reduced 5.76%
6,549 $1.46 Million
Q4 2021

Jan 28, 2022

SELL
$188.94 - $214.25 $16,437 - $18,639
-87 Reduced 1.24%
6,949 $1.44 Million
Q3 2021

Oct 25, 2021

BUY
$189.84 - $221.66 $569 - $664
3 Added 0.04%
7,036 $1.35 Million
Q2 2021

Jul 27, 2021

SELL
$208.86 - $244.79 $9,816 - $11,505
-47 Reduced 0.66%
7,033 $1.48 Million
Q1 2021

Apr 19, 2021

SELL
$180.63 - $233.63 $19,146 - $24,764
-106 Reduced 1.48%
7,080 $1.64 Million
Q4 2020

Jan 21, 2021

BUY
$146.71 - $182.21 $51,641 - $64,137
352 Added 5.15%
7,186 $1.38 Million
Q3 2020

Oct 27, 2020

SELL
$125.73 - $153.87 $20,368 - $24,926
-162 Reduced 2.32%
6,834 $1.02 Million
Q2 2020

Aug 05, 2020

SELL
$104.48 - $137.72 $63,314 - $83,458
-606 Reduced 7.97%
6,996 $885,000
Q1 2020

May 07, 2020

SELL
$91.85 - $150.53 $90,104 - $147,669
-981 Reduced 11.43%
7,602 $882,000
Q4 2019

Jan 27, 2020

SELL
$117.97 - $148.5 $5,780 - $7,276
-49 Reduced 0.57%
8,583 $1.27 Million
Q3 2019

Oct 25, 2019

BUY
$113.38 - $139.64 $6,802 - $8,378
60 Added 0.7%
8,632 $1.09 Million
Q2 2019

Aug 02, 2019

SELL
$119.81 - $143.36 $5,032 - $6,021
-42 Reduced 0.49%
8,572 $1.17 Million
Q1 2019

Apr 22, 2019

BUY
$121.51 - $141.41 $4,495 - $5,232
37 Added 0.43%
8,614 $1.17 Million
Q4 2018

Jan 29, 2019

SELL
$112.34 - $158.22 $55,383 - $78,002
-493 Reduced 5.44%
8,577 $1.09 Million
Q3 2018

Oct 29, 2018

BUY
$132.02 - $156.38 $52,411 - $62,082
397 Added 4.58%
9,070 $1.38 Million
Q2 2018

Jul 31, 2018

BUY
$134.61 - $158.92 $41,056 - $48,470
305 Added 3.64%
8,673 $1.18 Million
Q1 2018

Apr 30, 2018

SELL
$144.29 - $170.89 $33,475 - $39,646
-232 Reduced 2.7%
8,368 $1.23 Million
Q4 2017

Jan 31, 2018

BUY
$124.72 - $158.42 $8,979 - $11,406
72 Added 0.84%
8,600 $1.36 Million
Q3 2017

Nov 29, 2017

BUY
$112.85 - $125.23 $962,384 - $1.07 Million
8,528
8,528 $1.06 Million

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 $193B
  • 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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