Wr Wealth Planners, LLC Caterpillar Inc Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,285 shares of CAT stock, worth $3.27 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

9,285

Previous 9,589 3.17%

Holding current value

$3.27 Million

Previous $3.75 Million 10.19%

% of portfolio

1.12%

Previous 1.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$360.37 - $416.88 $109,552 - $126,731	-304 Reduced 3.17%	9,285 $3.37 Million
Q3 2024 Oct 17, 2024	SELL	$316.8 - $391.12 $7,286 - $8,995	-23 Reduced 0.24%	9,589 $3.75 Million
Q2 2024 Jul 31, 2024	SELL	$321.47 - $379.3 $229,529 - $270,820	-714 Reduced 6.91%	9,612 $3.2 Million
Q1 2024 Jul 31, 2024	SELL	$278.63 - $366.43 $59,348 - $78,049	-213 Reduced 2.02%	10,326 $3.78 Million
Q4 2023 Jul 30, 2024	BUY	$226.05 - $298.12 $2.38 Million - $3.14 Million	10,539 New	10,539 $3.12 Million
Q3 2023 Aug 01, 2024	BUY	$240.58 - $288.65 $117,643 - $141,149	489 Added 4.82%	10,633 $2.9 Billion
Q2 2023 Aug 01, 2024	BUY	$205.75 - $247.67 $109,459 - $131,760	532 Added 5.53%	10,144 $2.5 Billion
Q1 2023 Aug 01, 2024	SELL	$215.01 - $264.54 $406,798 - $500,509	-1,892 Reduced 19.68%	7,720 $1.77 Billion
Q4 2022 Oct 10, 2024	SELL	$171.23 - $243.14 $44,519 - $63,216	-260 Reduced 3.62%	6,925 $1.66 Billion
Q3 2022 Oct 10, 2024	SELL	$162.44 - $198.25 $394,241 - $481,152	-2,427 Reduced 25.25%	7,185 $1.18 Billion
Q2 2022 Oct 17, 2024	SELL	$178.67 - $235.08 $31,803 - $41,844	-178 Reduced 2.42%	7,185 $1.28 Billion
Q1 2022 Oct 17, 2024	SELL	$182.83 - $229.87 $406,979 - $511,690	-2,226 Reduced 23.21%	7,363 $1.64 Billion

Others Institutions Holding CAT

# of Institutions

3,215

Shares Held

341M

Call Options Held

6.47M

Put Options Held

7.54M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $186B
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

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Caterpillar Inc Transaction History