Wharton Business Group, LLC Caterpillar Inc Transaction History

Wharton Business Group, LLC

  • $2.21 Billion
  • Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wharton Business Group, LLC holds 52,538 shares of CAT stock, worth $18.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
52,538
Previous 52,808 0.51%
Holding current value
$18.8 Million
Previous $19.2 Million 9.35%
% of portfolio
0.79%
Previous 0.86%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$326.75 - $407.63 $88,222 - $110,060
-270 Reduced 0.51%
52,538 $17.4 Million
Q4 2024

Feb 04, 2025
SELL
$360.37 - $416.88 $724,343 - $837,928
-2,010 Reduced 3.67%
52,808 $19.2 Million
Q2 2024

Aug 12, 2024
SELL
$321.47 - $379.3 $281,286 - $331,887
-875 Reduced 1.57%
54,818 $18.3 Million
Q1 2024

May 13, 2024
SELL
$278.63 - $366.43 $175,258 - $230,484
-629 Reduced 1.12%
55,693 $20.4 Million
Q4 2023

Feb 07, 2024
BUY
$226.05 - $298.12 $518,558 - $683,887
2,294 Added 4.25%
56,322 $16.7 Million
Q3 2023

Nov 06, 2023
BUY
$240.58 - $288.65 $2 Million - $2.4 Million
8,301 Added 18.15%
54,028 $14.8 Million
Q2 2023

Aug 07, 2023
SELL
$205.75 - $247.67 $309,036 - $372,000
-1,502 Reduced 3.18%
45,727 $11.3 Million
Q1 2023

May 04, 2023
BUY
$215.01 - $264.54 $41,496 - $51,056
193 Added 0.41%
47,229 $10.8 Million
Q4 2022

Feb 13, 2023
BUY
$171.23 - $243.14 $108,731 - $154,393
635 Added 1.37%
47,036 $11.3 Million
Q3 2022

Oct 31, 2022
BUY
$162.44 - $198.25 $358,992 - $438,132
2,210 Added 5.0%
46,401 $7.61 Million
Q2 2022

Aug 09, 2022
BUY
$178.67 - $235.08 $4.57 Million - $6.01 Million
25,586 Added 137.52%
44,191 $7.9 Million
Q1 2022

May 18, 2022
BUY
$182.83 - $229.87 $1.6 Million - $2.02 Million
8,775 Added 89.27%
18,605 $4.15 Million
Q4 2021

Feb 10, 2022
BUY
$188.94 - $214.25 $1.86 Million - $2.11 Million
9,830 New
9,830 $2.03 Million
Q3 2021

Nov 09, 2021
SELL
$189.84 - $221.66 $868,518 - $1.01 Million
-4,575 Closed
0 $0
Q2 2021

Aug 11, 2021
BUY
$208.86 - $244.79 $209,904 - $246,013
1,005 Added 28.15%
4,575 $996,000
Q1 2021

May 10, 2021
BUY
$180.63 - $233.63 $182,436 - $235,966
1,010 Added 39.45%
3,570 $828,000
Q4 2020

Feb 11, 2021
BUY
$146.71 - $182.21 $32,276 - $40,086
220 Added 9.4%
2,560 $466,000
Q3 2020

Nov 06, 2020
SELL
$125.73 - $153.87 $5,029 - $6,154
-40 Reduced 1.68%
2,340 $349,000
Q4 2017

Feb 12, 2018
SELL
$124.72 - $158.42 $9,977 - $12,673
-80 Reduced 3.25%
2,380 $375,000
Q3 2017

Nov 02, 2017
BUY
$112.85 - $125.23 $277,611 - $308,065
2,460
2,460 $307,000

Others Institutions Holding CAT

# of Institutions
3,270
Shares Held
332M
Call Options Held
6.85M
Put Options Held
6.13M
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 $189B
  • 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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