A detailed history of Wealth Dimensions Group, Ltd. transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 782 shares of CAT stock, worth $298,982. This represents 0.08% of its overall portfolio holdings.

Number of Shares
782
Previous 819 4.52%
Holding current value
$298,982
Previous $272,000 12.13%
% of portfolio
0.08%
Previous 0.08%

Shares

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

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $202B
  • 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 Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. 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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.