Wealth Management Associates, Inc. Caterpillar Inc Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 1,287 shares of CAT stock, worth $449,677. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,287

Previous 1,438 10.5%

Holding current value

$449,677

Previous $521 Million 18.6%

% of portfolio

0.18%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$326.75 - $407.63 $49,339 - $61,552	-151 Reduced 10.5%	1,287 $424 Million
Q4 2024 May 28, 2025	BUY	$360.37 - $416.88 $360 - $416	1 Added 0.07%	1,438 $521 Million
Q3 2024 May 28, 2025	BUY	$316.8 - $391.12 $316 - $391	1 Added 0.07%	1,437 $562 Million
Q1 2024 May 28, 2025	SELL	$278.63 - $366.43 $89,161 - $117,257	-320 Reduced 18.22%	1,436 $478 Million
Q4 2023 May 28, 2025	SELL	$226.05 - $298.12 $11,076 - $14,607	-49 Reduced 2.71%	1,756 $519 Million
Q3 2023 May 28, 2025	BUY	$240.58 - $288.65 $47,153 - $56,575	196 Added 12.18%	1,805 $493 Million
Q2 2023 May 28, 2025	BUY	$205.75 - $247.67 $205 - $247	1 Added 0.06%	1,609 $396 Million
Q1 2023 May 28, 2025	BUY	$215.01 - $264.54 $9,675 - $11,904	45 Added 2.88%	1,608 $368 Million
Q4 2022 May 28, 2025	BUY	$171.23 - $243.14 $12,157 - $17,262	71 Added 4.76%	1,563 $374 Million
Q3 2022 May 28, 2025	SELL	$162.44 - $198.25 $12,507 - $15,265	-77 Reduced 4.91%	1,492 $245 Million
Q2 2022 May 28, 2025	BUY	$178.67 - $235.08 $178 - $235	1 Added 0.06%	1,569 $280 Million
Q1 2022 May 28, 2025	SELL	$182.83 - $229.87 $330,922 - $416,064	-1,810 Reduced 53.58%	1,568 $349 Million
Q4 2021 May 28, 2025	BUY	$188.94 - $214.25 $436,451 - $494,917	2,310 Added 216.29%	3,378 $698 Million
Q3 2021 May 28, 2025	SELL	$189.84 - $221.66 $176,930 - $206,587	-932 Reduced 46.6%	1,068 $205 Million
Q2 2021 May 28, 2025	BUY	$208.86 - $244.79 $1,462 - $1,713	7 Added 0.35%	2,000 $435 Million
Q1 2021 May 28, 2025	BUY	$180.63 - $233.63 $1,445 - $1,869	8 Added 0.4%	1,993 $462 Million
Q4 2020 May 28, 2025	BUY	$146.71 - $182.21 $1,320 - $1,639	9 Added 0.46%	1,985 $361 Million
Q3 2020 May 28, 2025	BUY	$125.73 - $153.87 $1,383 - $1,692	11 Added 0.56%	1,976 $295 Million
Q2 2020 May 28, 2025	BUY	$104.48 - $137.72 $1,358 - $1,790	13 Added 0.67%	1,965 $249 Million
Q1 2020 May 28, 2025	BUY	$91.85 - $150.53 $4,225 - $6,924	46 Added 2.41%	1,952 $226 Million
Q4 2019 May 28, 2025	SELL	$117.97 - $148.5 $11,089 - $13,959	-94 Reduced 4.7%	1,906 $282 Million
Q3 2019 May 28, 2025	BUY	$113.38 - $139.64 $12,925 - $15,918	114 Added 6.04%	2,000 $253 Million
Q2 2019 May 28, 2025	BUY	$119.81 - $143.36 $1,317 - $1,576	11 Added 0.59%	1,886 $257 Million
Q1 2019 May 28, 2025	SELL	$121.51 - $141.41 $23,208 - $27,009	-191 Reduced 9.24%	1,875 $254 Million
Q4 2018 May 28, 2025	BUY	$112.34 - $158.22 $232,094 - $326,882	2,066 New	2,066 $262 Million

Others Institutions Holding CAT

# of Institutions

3,265

Shares Held

332M

Call Options Held

6.85M

Put Options Held

6.13M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $184B
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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Wealth Management Associates, Inc. Caterpillar Inc Transaction History