A detailed history of Wealth Architects, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Architects, LLC holds 3,519 shares of CAT stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,519
Previous 3,521 0.06%
Holding current value
$1.39 Million
Previous $1.29 Million 9.15%
% of portfolio
0.15%
Previous 0.17%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$321.47 - $379.3 $642 - $758
-2 Reduced 0.06%
3,519 $1.17 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $2,229 - $2,931
8 Added 0.23%
3,521 $1.29 Million
Q4 2023

Feb 14, 2024

BUY
$226.05 - $298.12 $6,781 - $8,943
30 Added 0.86%
3,513 $1.04 Million
Q3 2023

Nov 09, 2023

BUY
$240.58 - $288.65 $21,171 - $25,401
88 Added 2.59%
3,483 $950,000
Q1 2023

Apr 21, 2023

BUY
$215.01 - $264.54 $860 - $1,058
4 Added 0.12%
3,395 $776,000
Q4 2022

Feb 09, 2023

SELL
$171.23 - $243.14 $6,164 - $8,753
-36 Reduced 1.05%
3,391 $812,000
Q3 2022

Oct 24, 2022

SELL
$162.44 - $198.25 $21,117 - $25,772
-130 Reduced 3.65%
3,427 $562,000
Q2 2022

Jul 29, 2022

BUY
$178.67 - $235.08 $2,680 - $3,526
15 Added 0.42%
3,557 $636,000
Q1 2022

May 17, 2022

BUY
$182.83 - $229.87 $18,648 - $23,446
102 Added 2.97%
3,542 $789,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $18,327 - $20,782
97 Added 2.9%
3,440 $711,000
Q3 2021

Nov 09, 2021

BUY
$189.84 - $221.66 $16,705 - $19,506
88 Added 2.7%
3,343 $641,000
Q2 2021

Aug 09, 2021

SELL
$208.86 - $244.79 $18,170 - $21,296
-87 Reduced 2.6%
3,255 $708,000
Q1 2021

Apr 29, 2021

BUY
$180.63 - $233.63 $93,566 - $121,020
518 Added 18.34%
3,342 $775,000
Q4 2020

Jan 28, 2021

BUY
$146.71 - $182.21 $13,057 - $16,216
89 Added 3.25%
2,824 $514,000
Q3 2020

Nov 09, 2020

BUY
$125.73 - $153.87 $12,573 - $15,387
100 Added 3.8%
2,735 $408,000
Q2 2020

Aug 14, 2020

BUY
$104.48 - $137.72 $417 - $550
4 Added 0.15%
2,635 $333,000
Q1 2020

Apr 23, 2020

SELL
$91.85 - $150.53 $16,900 - $27,697
-184 Reduced 6.54%
2,631 $305,000
Q4 2019

Jan 28, 2020

SELL
$117.97 - $148.5 $1,769 - $2,227
-15 Reduced 0.53%
2,815 $416,000
Q3 2019

Oct 23, 2019

SELL
$113.38 - $139.64 $7,596 - $9,355
-67 Reduced 2.31%
2,830 $358,000
Q2 2019

Jul 12, 2019

BUY
$119.81 - $143.36 $27,556 - $32,972
230 Added 8.62%
2,897 $395,000
Q1 2019

May 01, 2019

BUY
$121.51 - $141.41 $12,151 - $14,141
100 Added 3.9%
2,667 $361,000
Q4 2018

Jan 17, 2019

SELL
$112.34 - $158.22 $16,513 - $23,258
-147 Reduced 5.42%
2,567 $326,000
Q3 2018

Oct 04, 2018

BUY
$132.02 - $156.38 $2,772 - $3,283
21 Added 0.78%
2,714 $414,000
Q2 2018

Jul 19, 2018

BUY
$134.61 - $158.92 $24,902 - $29,400
185 Added 7.38%
2,693 $365,000
Q1 2018

Apr 13, 2018

BUY
$144.29 - $170.89 $2,308 - $2,734
16 Added 0.64%
2,508 $370,000
Q4 2017

Jan 31, 2018

SELL
$124.72 - $158.42 $3,991 - $5,069
-32 Reduced 1.27%
2,492 $393,000
Q3 2017

Nov 08, 2017

BUY
$112.85 - $125.23 $225 - $250
2 Added 0.08%
2,524 $315,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,522
2,522 $271,000

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 $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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