Wealth Enhancement Advisory Services, LLC Caterpillar Inc Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 134,491 shares of CAT stock, worth $49.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
134,491
Previous 105,872 27.03%
Holding current value
$49.2 Million
Previous $35.3 Million 49.16%
% of portfolio
0.12%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$316.8 - $391.12 $9.07 Million - $11.2 Million
28,619 Added 27.03%
134,491 $52.6 Million
Q2 2024

Jul 16, 2024
BUY
$321.47 - $379.3 $5.37 Million - $6.33 Million
16,689 Added 18.71%
105,872 $35.3 Million
Q1 2024

Apr 15, 2024
SELL
$278.63 - $366.43 $263,305 - $346,276
-945 Reduced 1.05%
89,183 $32.7 Million
Q4 2023

Jan 30, 2024
SELL
$226.05 - $298.12 $7.53 Million - $9.93 Million
-33,308 Reduced 26.98%
90,128 $26.6 Million
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $27.6 Million - $33.1 Million
114,799 Added 1329.15%
123,436 $33.7 Million
Q2 2023

Jul 21, 2023
BUY
$205.75 - $247.67 $1,028 - $1,238
5 Added 0.06%
8,637 $2.13 Million
Q1 2023

Apr 25, 2023
BUY
$215.01 - $264.54 $1.09 Million - $1.34 Million
5,083 Added 143.22%
8,632 $1.98 Million
Q4 2022

Feb 01, 2023
BUY
$171.23 - $243.14 $49,999 - $70,996
292 Added 8.97%
3,549 $850,000
Q3 2022

Oct 17, 2022
BUY
$162.44 - $198.25 $26,315 - $32,116
162 Added 5.23%
3,257 $578,000
Q2 2022

Jul 18, 2022
SELL
$178.67 - $235.08 $5.02 Million - $6.61 Million
-28,104 Reduced 90.08%
3,095 $554,000
Q1 2022

Apr 18, 2022
BUY
$182.83 - $229.87 $343,903 - $432,385
1,881 Added 6.42%
31,199 $6.89 Million
Q4 2021

Feb 08, 2022
BUY
$188.94 - $214.25 $2.19 Million - $2.49 Million
11,605 Added 65.52%
29,318 $5.98 Million
Q3 2021

Nov 03, 2021
BUY
$189.84 - $221.66 $2.78 Million - $3.24 Million
14,631 Added 474.72%
17,713 $3.54 Million
Q2 2021

Aug 10, 2021
BUY
$208.86 - $244.79 $8,145 - $9,546
39 Added 1.28%
3,082 $652,000
Q1 2021

May 12, 2021
BUY
$180.63 - $233.63 $2,709 - $3,504
15 Added 0.5%
3,043 $702,000
Q4 2020

Feb 10, 2021
BUY
$146.71 - $182.21 $444,237 - $551,731
3,028 New
3,028 $589,000
Q3 2018

Nov 02, 2018
SELL
$132.02 - $156.38 $1.05 Million - $1.24 Million
-7,927 Closed
0 $0
Q2 2018

Jul 30, 2018
BUY
$134.61 - $158.92 $863,657 - $1.02 Million
6,416 Added 424.62%
7,927 $1.12 Million
Q1 2018

Apr 26, 2018
BUY
$144.29 - $170.89 $218,022 - $258,214
1,511 New
1,511 $227,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • 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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