A detailed history of Wealthsource Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealthsource Partners, LLC holds 1,586 shares of CAT stock, worth $580,539. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,586
Previous 1,904 16.7%
Holding current value
$580,539
Previous $519,000 9.83%
% of portfolio
0.03%
Previous 0.04%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$226.05 - $298.12 $71,883 - $94,802
-318 Reduced 16.7%
1,586 $468,000
Q3 2023

Nov 09, 2023

SELL
$240.58 - $288.65 $10,585 - $12,700
-44 Reduced 2.26%
1,904 $519,000
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $10,493 - $12,631
-51 Reduced 2.55%
1,948 $479,000
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $38,486 - $47,352
-179 Reduced 8.22%
1,999 $457,000
Q4 2022

Feb 09, 2023

SELL
$171.23 - $243.14 $15,068 - $21,396
-88 Reduced 3.88%
2,178 $521,000
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $15,756 - $19,230
97 Added 4.47%
2,266 $372,000
Q2 2022

Aug 10, 2022

SELL
$178.67 - $235.08 $24,299 - $31,970
-136 Reduced 5.9%
2,169 $388,000
Q1 2022

May 09, 2022

SELL
$182.83 - $229.87 $1,462 - $1,838
-8 Reduced 0.35%
2,305 $513,000
Q4 2021

Feb 14, 2022

SELL
$188.94 - $214.25 $166,267 - $188,540
-880 Reduced 27.56%
2,313 $478,000
Q3 2021

Nov 18, 2021

BUY
$189.84 - $221.66 $165,540 - $193,287
872 Added 37.57%
3,193 $613,000
Q2 2021

Nov 18, 2021

SELL
$208.86 - $244.79 $56,809 - $66,582
-272 Reduced 10.49%
2,321 $505,000
Q1 2021

Jun 21, 2021

BUY
$180.63 - $233.63 $33,777 - $43,688
187 Added 7.77%
2,593 $601,000
Q4 2020

Feb 12, 2021

SELL
$146.71 - $182.21 $8,362 - $10,385
-57 Reduced 2.31%
2,406 $438,000
Q3 2020

Nov 16, 2020

SELL
$125.73 - $153.87 $7,669 - $9,386
-61 Reduced 2.42%
2,463 $367,000
Q2 2020

Aug 17, 2020

SELL
$104.48 - $137.72 $100,509 - $132,486
-962 Reduced 27.6%
2,524 $319,000
Q1 2020

May 12, 2020

BUY
$91.85 - $150.53 $42,251 - $69,243
460 Added 15.2%
3,486 $405,000
Q4 2019

Feb 12, 2020

SELL
$117.97 - $148.5 $115,138 - $144,936
-976 Reduced 24.39%
3,026 $447,000
Q3 2019

Nov 15, 2019

SELL
$113.38 - $139.64 $38,209 - $47,058
-337 Reduced 7.77%
4,002 $505,000
Q2 2019

Aug 09, 2019

BUY
$119.81 - $143.36 $210,625 - $252,026
1,758 Added 68.11%
4,339 $591,000
Q1 2019

May 16, 2019

SELL
$121.51 - $141.41 $108,022 - $125,713
-889 Reduced 25.62%
2,581 $350,000
Q4 2018

Feb 06, 2019

BUY
$112.34 - $158.22 $136,268 - $191,920
1,213 Added 53.74%
3,470 $441,000
Q3 2018

Nov 13, 2018

SELL
$132.02 - $156.38 $87,265 - $103,367
-661 Reduced 22.65%
2,257 $344,000
Q2 2018

Aug 14, 2018

BUY
$134.61 - $158.92 $98,669 - $116,488
733 Added 33.55%
2,918 $396,000
Q1 2018

Apr 16, 2018

BUY
$144.29 - $170.89 $315,273 - $373,394
2,185 New
2,185 $322,000
Q1 2018

Apr 16, 2018

SELL
$144.29 - $170.89 $308,636 - $365,533
-2,139 Closed
0 $0
Q4 2017

Feb 16, 2018

SELL
$124.72 - $158.42 $65,353 - $83,012
-524 Reduced 19.68%
2,139 $337,000
Q3 2017

Nov 20, 2017

SELL
$112.85 - $125.23 $31,598 - $35,064
-280 Reduced 9.51%
2,663 $332,000
Q2 2017

Aug 16, 2017

BUY
N/A
2,943
2,943 $316,000

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 $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...
More about CAT
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