Wealth Shield Partners, LLC Caterpillar Inc Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,119 shares of CAT stock, worth $420,520. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,119
Previous 925 20.97%
Holding current value
$420,520
Previous $308,000 41.88%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 04, 2024
BUY
$316.8 - $391.12 $61,459 - $75,877
194 Added 20.97%
1,119 $437,000
Q1 2024

Apr 29, 2024
SELL
$278.63 - $366.43 $28,420 - $37,375
-102 Reduced 9.93%
925 $338,000
Q4 2023

Jan 23, 2024
SELL
$226.05 - $298.12 $95,393 - $125,806
-422 Reduced 29.12%
1,027 $303,000
Q3 2023

Oct 25, 2023
BUY
$240.58 - $288.65 $49,318 - $59,173
205 Added 16.48%
1,449 $395,000
Q2 2023

Aug 03, 2023
SELL
$205.75 - $247.67 $33,331 - $40,122
-162 Reduced 11.52%
1,244 $306,000
Q1 2023

May 08, 2023
BUY
$215.01 - $264.54 $16,340 - $20,105
76 Added 5.71%
1,406 $321,000
Q4 2022

Feb 13, 2023
SELL
$171.23 - $243.14 $71,231 - $101,146
-416 Reduced 23.83%
1,330 $318,000
Q3 2022

Nov 04, 2022
BUY
$162.44 - $198.25 $12,020 - $14,670
74 Added 4.43%
1,746 $286,000
Q2 2022

Aug 11, 2022
SELL
$178.67 - $235.08 $27,693 - $36,437
-155 Reduced 8.48%
1,672 $299,000
Q1 2022

May 09, 2022
BUY
$182.83 - $229.87 $14,260 - $17,929
78 Added 4.46%
1,827 $407,000
Q4 2021

Feb 10, 2022
BUY
$188.94 - $214.25 $330,456 - $374,723
1,749 New
1,749 $362,000
Q3 2021

Nov 12, 2021
SELL
$189.84 - $221.66 $541,803 - $632,617
-2,854 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$208.86 - $244.79 $35,088 - $41,124
168 Added 6.25%
2,854 $621,000
Q1 2021

May 17, 2021
SELL
$180.63 - $233.63 $92,482 - $119,618
-512 Reduced 16.01%
2,686 $623,000
Q4 2020

Feb 16, 2021
BUY
$146.71 - $182.21 $229,747 - $285,340
1,566 Added 95.96%
3,198 $582,000
Q3 2020

Oct 30, 2020
BUY
$125.73 - $153.87 $205,191 - $251,115
1,632 New
1,632 $243,000
Q3 2018

Nov 05, 2018
SELL
$132.02 - $156.38 $3.3 Million - $3.91 Million
-25,025 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
$134.61 - $158.92 $3.37 Million - $3.98 Million
25,025 New
25,025 $29,000

Others Institutions Holding CAT

# of Institutions
3,127
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 $198B
  • 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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