Wealth Plan Partners, LLC Caterpillar Inc Transaction History

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

A detailed history of Wealth Plan Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,104 shares of CAT stock, worth $404,317. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,104

Previous 1,274 13.34%

Holding current value

$404,317

Previous $462 Million 21.23%

% of portfolio

0.05%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$326.75 - $407.63 $55,547 - $69,297	-170 Reduced 13.34%	1,104 $364 Million
Q4 2024 Jan 30, 2025	BUY	$360.37 - $416.88 $41,442 - $47,941	115 Added 9.92%	1,274 $462 Million
Q3 2024 Nov 05, 2024	SELL	$316.8 - $391.12 $1.66 Million - $2.05 Million	-5,244 Reduced 81.9%	1,159 $453 Million
Q1 2024 May 07, 2024	SELL	$278.63 - $366.43 $278 - $366	-1 Reduced 0.02%	6,403 $2.35 Billion
Q4 2023 Jan 05, 2024	BUY	$226.05 - $298.12 $6,103 - $8,049	27 Added 0.42%	6,404 $1.89 Billion
Q3 2023 Nov 01, 2023	BUY	$240.58 - $288.65 $44,266 - $53,111	184 Added 2.97%	6,377 $1.74 Billion
Q2 2023 Jul 31, 2023	SELL	$205.75 - $247.67 $87,649 - $105,507	-426 Reduced 6.44%	6,193 $1.52 Billion
Q1 2023 May 10, 2023	SELL	$215.01 - $264.54 $260,377 - $320,357	-1,211 Reduced 15.47%	6,619 $1.51 Billion
Q4 2022 Feb 16, 2023	BUY	$171.23 - $243.14 $28,252 - $40,118	165 Added 2.15%	7,830 $1.91 Billion
Q1 2022 May 03, 2022	BUY	$182.83 - $229.87 $12,432 - $15,631	68 Added 0.9%	7,665 $1.61 Million
Q4 2021 Feb 01, 2022	SELL	$188.94 - $214.25 $74,442 - $84,414	-394 Reduced 4.93%	7,597 $1.53 Million
Q3 2021 Dec 09, 2021	BUY	$189.84 - $221.66 $74,227 - $86,669	391 Added 5.14%	7,991 $1.53 Million
Q2 2021 Aug 19, 2021	SELL	$208.86 - $244.79 $3,341 - $3,916	-16 Reduced 0.21%	7,600 $1.69 Million
Q1 2021 May 11, 2021	SELL	$180.63 - $233.63 $300,929 - $389,227	-1,666 Reduced 17.95%	7,616 $1.78 Million
Q4 2020 Feb 09, 2021	BUY	$146.71 - $182.21 $39,024 - $48,467	266 Added 2.95%	9,282 $1.78 Million
Q3 2020 Dec 18, 2020	BUY	$125.73 - $153.87 $502 - $615	4 Added 0.04%	9,016 $1.52 Million
Q2 2020 Aug 19, 2020	BUY	$104.48 - $137.72 $244,692 - $322,540	2,342 Added 35.11%	9,012 $1.27 Million
Q1 2020 May 15, 2020	BUY	$91.85 - $150.53 $457,413 - $749,639	4,980 Added 294.67%	6,670 $708,000
Q4 2019 Feb 14, 2020	BUY	$117.97 - $148.5 $15,572 - $19,602	132 Added 8.47%	1,690 $236,000
Q3 2019 Nov 15, 2019	BUY	$113.38 - $139.64 $176,646 - $217,559	1,558 New	1,558 $225,000
Q4 2018 Feb 20, 2019	SELL	$112.34 - $158.22 $184,237 - $259,480	-1,640 Closed	0 $0
Q3 2018 Nov 21, 2018	SELL	$132.02 - $156.38 $78,023 - $92,420	-591 Reduced 26.49%	1,640 $200,000
Q2 2018 Aug 16, 2018	BUY	$134.61 - $158.92 $32,037 - $37,822	238 Added 11.94%	2,231 $303,000
Q1 2018 May 16, 2018	BUY	$144.29 - $170.89 $287,569 - $340,583	1,993 New	1,993 $293,000

Others Institutions Holding CAT

# of Institutions

3,270

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 $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...

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Wealth Plan Partners, LLC Caterpillar Inc Transaction History