Wealth Effects LLC Caterpillar Inc Transaction History

Wealth Effects LLC

$241 Million
Q2 2025

A detailed history of Wealth Effects LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Effects LLC holds 3,063 shares of CAT stock, worth $1.61 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

3,063

Previous 2,922 4.83%

Holding current value

$1.61 Million

Previous $963,000 23.47%

% of portfolio

0.49%

Previous 0.44%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$273.94 - $388.21 $38,625 - $54,737	141 Added 4.83%	3,063 $1.19 Million
Q1 2025 Apr 23, 2025	SELL	$326.75 - $407.63 $12,743 - $15,897	-39 Reduced 1.32%	2,922 $963,000
Q4 2024 Jan 22, 2025	BUY	$360.37 - $416.88 $95,498 - $110,473	265 Added 9.83%	2,961 $1.07 Million
Q3 2024 Oct 21, 2024	SELL	$316.8 - $391.12 $4,435 - $5,475	-14 Reduced 0.52%	2,696 $1.05 Million
Q2 2024 Aug 02, 2024	SELL	$321.47 - $379.3 $160,413 - $189,270	-499 Reduced 15.55%	2,710 $902,000
Q1 2024 Apr 22, 2024	BUY	$278.63 - $366.43 $278 - $366	1 Added 0.03%	3,209 $1.18 Million
Q4 2023 Jan 29, 2024	SELL	$226.05 - $298.12 $8,815 - $11,626	-39 Reduced 1.2%	3,208 $948,000
Q3 2023 Oct 16, 2023	BUY	$240.58 - $288.65 $4,330 - $5,195	18 Added 0.56%	3,247 $886,000
Q2 2023 Jul 18, 2023	BUY	$205.75 - $247.67 $6,584 - $7,925	32 Added 1.0%	3,229 $794,000
Q1 2023 May 04, 2023	SELL	$215.01 - $264.54 $25,586 - $31,480	-119 Reduced 3.59%	3,197 $731,000
Q4 2022 Feb 02, 2023	BUY	$171.23 - $243.14 $34,417 - $48,871	201 Added 6.45%	3,316 $794,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $1,786 - $2,180	11 Added 0.35%	3,115 $511,000
Q2 2022 Aug 03, 2022	BUY	$178.67 - $235.08 $45,739 - $60,180	256 Added 8.99%	3,104 $555,000
Q1 2022 May 16, 2022	BUY	$182.83 - $229.87 $62,162 - $78,155	340 Added 13.56%	2,848 $635,000
Q4 2021 Feb 09, 2022	BUY	$188.94 - $214.25 $473,861 - $537,339	2,508 New	2,508 $518,000

Others Institutions Holding CAT

# of Institutions

3,495

Shares Held

336M

Call Options Held

6.66M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $277B
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 Effects LLC Caterpillar Inc Transaction History