A detailed history of Wealth Effects LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Effects LLC holds 2,696 shares of CAT stock, worth $1.04 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,696
Previous 2,710 0.52%
Holding current value
$1.04 Million
Previous $902,000 16.85%
% of portfolio
0.41%
Previous 0.37%

Shares

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

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $203B
  • 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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