Wendell David Associates Inc Caterpillar Inc Transaction History

Wendell David Associates Inc

  • $994 Million
  • Q2 2025

A detailed history of Wendell David Associates Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Wendell David Associates Inc holds 1,443 shares of CAT stock, worth $760,562. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,443
Previous 1,443 -0.0%
Holding current value
$760,562
Previous $476,000 17.65%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jul 22, 2024
SELL
$321.47 - $379.3 $67,508 - $79,653
-210 Reduced 12.7%
1,443 $481,000
Q4 2022

Jan 17, 2023
SELL
$171.23 - $243.14 $4,965 - $7,051
-29 Reduced 1.72%
1,653 $396,000
Q4 2021

Jan 24, 2022
BUY
$188.94 - $214.25 $5,479 - $6,213
29 Added 1.75%
1,682 $348,000
Q4 2020

Jan 22, 2021
BUY
$146.71 - $182.21 $14,671 - $18,221
100 Added 6.44%
1,653 $301,000
Q3 2020

Oct 20, 2020
BUY
$125.73 - $153.87 $195,258 - $238,960
1,553 New
1,553 $232,000
Q2 2020

Jul 17, 2020
SELL
$104.48 - $137.72 $287,633 - $379,143
-2,753 Closed
0 $0
Q1 2020

Apr 16, 2020
SELL
$91.85 - $150.53 $9,185 - $15,053
-100 Reduced 3.51%
2,753 $319,000
Q3 2019

Oct 22, 2019
BUY
$113.38 - $139.64 $11,338 - $13,963
100 Added 3.63%
2,853 $360,000
Q1 2019

Apr 11, 2019
SELL
$121.51 - $141.41 $97,208 - $113,128
-800 Reduced 22.52%
2,753 $373,000
Q3 2017

Oct 17, 2017
BUY
$112.85 - $125.23 $400,956 - $444,942
3,553
3,553 $443,000

Others Institutions Holding CAT

# of Institutions
3,518
Shares Held
338M
Call Options Held
6.65M
Put Options Held
7.18M
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 $278B
  • 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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