A detailed history of Wealthcare Advisory Partners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 12,856 shares of CAT stock, worth $4.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,856
Previous 10,416 23.43%
Holding current value
$4.21 Million
Previous $3.08 Million 52.97%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Apr 15, 2024

BUY
$278.63 - $366.43 $679,857 - $894,089
2,440 Added 23.43%
12,856 $4.71 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $342,465 - $451,651
1,515 Added 17.02%
10,416 $3.08 Million
Q3 2023

Oct 12, 2023

BUY
$240.58 - $288.65 $51,724 - $62,059
215 Added 2.48%
8,901 $2.43 Million
Q2 2023

Jul 17, 2023

SELL
$205.75 - $247.67 $102,257 - $123,091
-497 Reduced 5.41%
8,686 $2.14 Million
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $30,101 - $37,035
140 Added 1.55%
9,183 $2.1 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $26,369 - $37,443
154 Added 1.73%
9,043 $2.17 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $48,082 - $58,682
296 Added 3.44%
8,889 $1.46 Million
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $19,653 - $25,858
110 Added 1.3%
8,593 $1.54 Million
Q1 2022

Apr 15, 2022

BUY
$182.83 - $229.87 $119,387 - $150,105
653 Added 8.34%
8,483 $1.89 Million
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $31,930 - $36,208
169 Added 2.21%
7,830 $1.62 Million
Q3 2021

Nov 15, 2021

BUY
$189.84 - $221.66 $91,882 - $107,283
484 Added 6.74%
7,661 $1.47 Million
Q2 2021

Aug 16, 2021

BUY
$208.86 - $244.79 $8,145 - $9,546
39 Added 0.55%
7,177 $1.56 Million
Q1 2021

Apr 30, 2021

BUY
$180.63 - $233.63 $73,155 - $94,620
405 Added 6.02%
7,138 $1.66 Million
Q4 2020

Feb 12, 2021

BUY
$146.71 - $182.21 $62,645 - $77,803
427 Added 6.77%
6,733 $1.23 Million
Q3 2020

Oct 29, 2020

SELL
$125.73 - $153.87 $19,991 - $24,465
-159 Reduced 2.46%
6,306 $941,000
Q2 2020

Jul 29, 2020

SELL
$104.48 - $137.72 $28,418 - $37,459
-272 Reduced 4.04%
6,465 $818,000
Q1 2020

Apr 29, 2020

SELL
$91.85 - $150.53 $7,807 - $12,795
-85 Reduced 1.25%
6,737 $782,000
Q4 2019

Jan 29, 2020

BUY
$117.97 - $148.5 $1,061 - $1,336
9 Added 0.13%
6,822 $1.01 Million
Q3 2019

Oct 17, 2019

BUY
$113.38 - $139.64 $14,059 - $17,315
124 Added 1.85%
6,813 $861,000
Q2 2019

Jul 30, 2019

SELL
$119.81 - $143.36 $718 - $860
-6 Reduced 0.09%
6,689 $912,000
Q1 2019

May 13, 2019

BUY
$121.51 - $141.41 $29,526 - $34,362
243 Added 3.77%
6,695 $907,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $15,952 - $22,467
142 Added 2.25%
6,452 $820,000
Q3 2018

Nov 14, 2018

SELL
$132.02 - $156.38 $3,036 - $3,596
-23 Reduced 0.36%
6,310 $962,000
Q2 2018

Aug 14, 2018

BUY
$134.61 - $158.92 $97,592 - $115,216
725 Added 12.93%
6,333 $859,000
Q1 2018

May 15, 2018

BUY
$144.29 - $170.89 $70,846 - $83,906
491 Added 9.6%
5,608 $827,000
Q4 2017

Feb 14, 2018

BUY
$124.72 - $158.42 $26,440 - $33,585
212 Added 4.32%
5,117 $806,000
Q3 2017

Nov 15, 2017

BUY
$112.85 - $125.23 $553,529 - $614,253
4,905
4,905 $612,000

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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