Wealth Shield Partners, LLC Caterpillar Inc Transaction History

Wealth Shield Partners, LLC

$839 Million
Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,122 shares of CAT stock, worth $619,400. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,122

Previous 1,104 1.63%

Holding current value

$619,400

Previous $428,000 25.0%

% of portfolio

0.06%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$390.92 - $477.15 $7,036 - $8,588	18 Added 1.63%	1,122 $535,000
Q2 2025 Aug 08, 2025	SELL	$273.94 - $388.21 $18,080 - $25,621	-66 Reduced 5.64%	1,104 $428,000
Q1 2025 May 09, 2025	BUY	$326.75 - $407.63 $95,737 - $119,435	293 Added 33.41%	1,170 $385,000
Q4 2024 Feb 04, 2025	SELL	$360.37 - $416.88 $87,209 - $100,884	-242 Reduced 21.63%	877 $318,000
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

3,618

Shares Held

338M

Call Options Held

7.41M

Put Options Held

7.35M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
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 Shield Partners, LLC Caterpillar Inc Transaction History