A detailed history of Wealthspan Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealthspan Partners, LLC holds 4,236 shares of CAT stock, worth $1.68 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
4,236
Previous 3,498 21.1%
Holding current value
$1.68 Million
Previous $1.28 Million 10.15%
% of portfolio
0.79%
Previous 0.76%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$321.47 - $379.3 $237,244 - $279,923
738 Added 21.1%
4,236 $1.41 Million
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $213,987 - $281,418
768 Added 28.13%
3,498 $1.28 Million
Q4 2023

Jan 29, 2024

SELL
$226.05 - $298.12 $16,275 - $21,464
-72 Reduced 2.57%
2,730 $807,000
Q3 2023

Nov 01, 2023

BUY
$240.58 - $288.65 $1,202 - $1,443
5 Added 0.18%
2,802 $764,000
Q2 2023

Aug 08, 2023

SELL
$205.75 - $247.67 $12,345 - $14,860
-60 Reduced 2.1%
2,797 $688,000
Q2 2022

Aug 11, 2022

SELL
$178.67 - $235.08 $12,506 - $16,455
-70 Reduced 2.39%
2,857 $511,000
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $553,027 - $627,109
2,927 New
2,927 $605,000

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 $210B
  • 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
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.