Wright Investors Service Inc Caterpillar Inc Transaction History

Wright Investors Service Inc

$377 Million
Q3 2024

A detailed history of Wright Investors Service Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Wright Investors Service Inc holds 14,119 shares of CAT stock, worth $5.73 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

14,119

Previous 14,142 0.16%

Holding current value

$5.73 Million

Previous $4.71 Million 17.24%

% of portfolio

1.46%

Previous 1.24%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$316.8 - $391.12 $7,286 - $8,995	-23 Reduced 0.16%	14,119 $5.52 Million
Q2 2024 Jul 26, 2024	BUY	$321.47 - $379.3 $42,755 - $50,446	133 Added 0.95%	14,142 $4.71 Million
Q1 2024 May 02, 2024	SELL	$278.63 - $366.43 $35,107 - $46,170	-126 Reduced 0.89%	14,009 $5.13 Million
Q4 2023 Jan 31, 2024	BUY	$226.05 - $298.12 $577,105 - $761,100	2,553 Added 22.04%	14,135 $4.18 Million
Q3 2023 Oct 31, 2023	SELL	$240.58 - $288.65 $15,397 - $18,473	-64 Reduced 0.55%	11,582 $3.16 Million
Q2 2023 Jul 27, 2023	BUY	$205.75 - $247.67 $1.41 Million - $1.7 Million	6,868 Added 143.74%	11,646 $2.87 Million
Q1 2023 Apr 26, 2023	BUY	$215.01 - $264.54 $54,827 - $67,457	255 Added 5.64%	4,778 $1.09 Million
Q4 2022 Jan 27, 2023	SELL	$171.23 - $243.14 $51,540 - $73,185	-301 Reduced 6.24%	4,523 $0
Q3 2022 Nov 01, 2022	SELL	$162.44 - $198.25 $1.71 Million - $2.09 Million	-10,528 Reduced 68.58%	4,824 $792,000
Q2 2022 Aug 02, 2022	BUY	$178.67 - $235.08 $459,539 - $604,625	2,572 Added 20.13%	15,352 $2.74 Million
Q1 2022 Apr 22, 2022	BUY	$182.83 - $229.87 $47,535 - $59,766	260 Added 2.08%	12,780 $2.85 Million
Q4 2021 Jan 27, 2022	BUY	$188.94 - $214.25 $2.37 Million - $2.68 Million	12,520 New	12,520 $2.59 Million
Q3 2020 Nov 06, 2020	SELL	$125.73 - $153.87 $272,205 - $333,128	-2,165 Closed	0 $0
Q2 2020 Jul 23, 2020	SELL	$104.48 - $137.72 $314,589 - $414,674	-3,011 Reduced 58.17%	2,165 $274,000
Q1 2020 Apr 30, 2020	BUY	$91.85 - $150.53 $114,996 - $188,463	1,252 Added 31.91%	5,176 $601,000
Q4 2019 Jan 28, 2020	SELL	$117.97 - $148.5 $5,308 - $6,682	-45 Reduced 1.13%	3,924 $579,000
Q3 2019 Nov 01, 2019	SELL	$113.38 - $139.64 $647,399 - $797,344	-5,710 Reduced 58.99%	3,969 $501,000
Q2 2019 Aug 01, 2019	SELL	$119.81 - $143.36 $228,597 - $273,530	-1,908 Reduced 16.47%	9,679 $1.32 Million
Q1 2019 Apr 24, 2019	SELL	$121.51 - $141.41 $1.23 Million - $1.43 Million	-10,086 Reduced 46.54%	11,587 $1.57 Million
Q4 2018 Feb 01, 2019	BUY	$112.34 - $158.22 $110,430 - $155,530	983 Added 4.75%	21,673 $2.75 Million
Q3 2018 Oct 25, 2018	BUY	$132.02 - $156.38 $140,865 - $166,857	1,067 Added 5.44%	20,690 $3.16 Million
Q2 2018 Aug 02, 2018	SELL	$134.61 - $158.92 $106,880 - $126,182	-794 Reduced 3.89%	19,623 $2.66 Million
Q1 2018 Apr 25, 2018	BUY	$144.29 - $170.89 $1.83 Million - $2.16 Million	12,659 Added 163.17%	20,417 $3.01 Million
Q4 2017 Jan 30, 2018	BUY	$124.72 - $158.42 $711,028 - $903,152	5,701 Added 277.15%	7,758 $1.22 Million
Q3 2017 Oct 30, 2017	BUY	$112.85 - $125.23 $232,132 - $257,598	2,057	2,057 $257,000

Others Institutions Holding CAT

# of Institutions

3,122

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $214B
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...

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Wright Investors Service Inc Caterpillar Inc Transaction History