A detailed history of Wealth Management Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Management Partners, LLC holds 3,258 shares of CAT stock, worth $1.07 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,258
Previous 3,578 8.94%
Holding current value
$1.07 Million
Previous $1.06 Million 12.87%
% of portfolio
0.61%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

SELL
$278.63 - $366.43 $89,161 - $117,257
-320 Reduced 8.94%
3,258 $1.19 Million
Q4 2023

Jan 10, 2024

BUY
$226.05 - $298.12 $126,588 - $166,947
560 Added 18.56%
3,578 $1.06 Million
Q3 2023

Oct 24, 2023

SELL
$240.58 - $288.65 $204,493 - $245,352
-850 Reduced 21.98%
3,018 $823,000
Q2 2023

Jul 24, 2023

BUY
$205.75 - $247.67 $113,162 - $136,218
550 Added 16.58%
3,868 $951,000
Q1 2023

Apr 14, 2023

BUY
$215.01 - $264.54 $68,373 - $84,123
318 Added 10.6%
3,318 $759,000
Q4 2022

Jan 20, 2023

SELL
$171.23 - $243.14 $171,230 - $243,140
-1,000 Reduced 25.0%
3,000 $0
Q2 2022

Jul 15, 2022

BUY
$178.67 - $235.08 $178,670 - $235,080
1,000 Added 33.33%
4,000 $634,000
Q4 2021

Jan 19, 2022

SELL
$188.94 - $214.25 $53,281 - $60,418
-282 Reduced 8.59%
3,000 $679,000
Q3 2021

Oct 29, 2021

BUY
$189.84 - $221.66 $47,460 - $55,415
250 Added 8.25%
3,282 $630,000
Q2 2021

Jul 14, 2021

BUY
$208.86 - $244.79 $144,322 - $169,149
691 Added 29.52%
3,032 $660,000
Q1 2021

Apr 15, 2021

SELL
$180.63 - $233.63 $10,837 - $14,017
-60 Reduced 2.5%
2,341 $539,000
Q4 2020

Feb 04, 2021

BUY
$146.71 - $182.21 $352,250 - $437,486
2,401 New
2,401 $450,000

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 $173B
  • 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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