Wealth Bridge Capital Management, LLC Caterpillar Inc Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 1,132 shares of CAT stock, worth $441,015. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,132
Previous 932 21.46%
Holding current value
$441,015
Previous $310,000 42.58%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Oct 07, 2024
BUY
$316.8 - $391.12 $63,360 - $78,224
200 Added 21.46%
1,132 $442,000
Q2 2024

Aug 02, 2024
BUY
$321.47 - $379.3 $13,180 - $15,551
41 Added 4.6%
932 $310,000
Q1 2024

Apr 30, 2024
BUY
$278.63 - $366.43 $835 - $1,099
3 Added 0.34%
891 $326,000
Q4 2023

Feb 12, 2024
SELL
$226.05 - $298.12 $2,712 - $3,577
-12 Reduced 1.33%
888 $262,000
Q3 2023

Nov 08, 2023
SELL
$240.58 - $288.65 $5,773 - $6,927
-24 Reduced 2.6%
900 $245,000
Q2 2023

Aug 01, 2023
BUY
$205.75 - $247.67 $190,113 - $228,847
924 New
924 $227,000
Q4 2022

Jan 31, 2023
SELL
$171.23 - $243.14 $142,634 - $202,535
-833 Reduced 48.4%
888 $212,000
Q1 2022

Apr 15, 2022
BUY
$182.83 - $229.87 $182 - $229
1 Added 0.06%
1,721 $383,000
Q4 2021

Feb 11, 2022
BUY
$188.94 - $214.25 $23,617 - $26,781
125 Added 7.84%
1,720 $356,000
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $302,794 - $353,547
1,595 New
1,595 $306,000
Q2 2021

Aug 16, 2021
SELL
$208.86 - $244.79 $322,688 - $378,200
-1,545 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
$125.73 - $153.87 $12,573 - $15,387
-100 Reduced 6.08%
1,545 $230,000
Q2 2020

Aug 14, 2020
SELL
$104.48 - $137.72 $18,492 - $24,376
-177 Reduced 9.71%
1,645 $208,000
Q1 2020

May 15, 2020
SELL
$91.85 - $150.53 $2,112 - $3,462
-23 Reduced 1.25%
1,822 $211,000
Q4 2019

Feb 12, 2020
SELL
$117.97 - $148.5 $8,847 - $11,137
-75 Reduced 3.91%
1,845 $272,000
Q3 2019

Nov 14, 2019
BUY
$113.38 - $139.64 $7,256 - $8,936
64 Added 3.45%
1,920 $243,000
Q2 2019

Aug 13, 2019
SELL
$119.81 - $143.36 $10,663 - $12,759
-89 Reduced 4.58%
1,856 $236,000
Q1 2019

May 15, 2019
BUY
$121.51 - $141.41 $10,814 - $12,585
89 Added 4.8%
1,945 $255,000
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $208,503 - $293,656
1,856 New
1,856 $236,000

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
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 $206B
  • 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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