Wealth Dimensions Group, Ltd. Caterpillar Inc Transaction History

Wealth Dimensions Group, Ltd.

$484 Million
Q3 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,071 shares of CAT stock, worth $586,458. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,071

Previous 1,080 0.83%

Holding current value

$586,458

Previous $419,000 21.96%

% of portfolio

0.11%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$390.92 - $477.15 $3,518 - $4,294	-9 Reduced 0.83%	1,071 $511,000
Q2 2025 Aug 12, 2025	BUY	$273.94 - $388.21 $23,558 - $33,386	86 Added 8.65%	1,080 $419,000
Q1 2025 May 05, 2025	BUY	$326.75 - $407.63 $17,317 - $21,604	53 Added 5.63%	994 $327,000
Q4 2024 Feb 13, 2025	BUY	$360.37 - $416.88 $57,298 - $66,283	159 Added 20.33%	941 $341,000
Q3 2024 Nov 12, 2024	SELL	$316.8 - $391.12 $11,721 - $14,471	-37 Reduced 4.52%	782 $305,000
Q2 2024 Aug 09, 2024	SELL	$321.47 - $379.3 $22,502 - $26,551	-70 Reduced 7.87%	819 $272,000
Q1 2024 May 09, 2024	SELL	$278.63 - $366.43 $3,622 - $4,763	-13 Reduced 1.44%	889 $325,000
Q4 2023 Feb 09, 2024	SELL	$226.05 - $298.12 $51,765 - $68,269	-229 Reduced 20.25%	902 $266,000
Q3 2023 Nov 14, 2023	SELL	$240.58 - $288.65 $18,524 - $22,226	-77 Reduced 6.37%	1,131 $308,000
Q2 2023 Aug 14, 2023	BUY	$205.75 - $247.67 $19,134 - $23,033	93 Added 8.34%	1,208 $297,000
Q1 2023 May 09, 2023	BUY	$215.01 - $264.54 $12,040 - $14,814	56 Added 5.29%	1,115 $255,000
Q4 2022 Feb 10, 2023	BUY	$171.23 - $243.14 $181,332 - $257,485	1,059 New	1,059 $253,000
Q2 2022 Aug 05, 2022	BUY	$178.67 - $235.08 $206,185 - $271,282	1,154 New	1,154 $206,000

Others Institutions Holding CAT

# of Institutions

3,535

Shares Held

338M

Call Options Held

6.88M

Put Options Held

7.17M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $289B
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...

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Wealth Dimensions Group, Ltd. Caterpillar Inc Transaction History