A detailed history of Wealthcare Capital Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealthcare Capital Partners, LLC holds 643 shares of CAT stock, worth $354,968. This represents 0.14% of its overall portfolio holdings.

Number of Shares
643
Previous 592 8.61%
Holding current value
$354,968
Previous $230 Million 33.64%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$390.92 - $477.15 $19,936 - $24,334
51 Added 8.61%
643 $307 Million
Q2 2025

Jul 22, 2025

SELL
$273.94 - $388.21 $6,574 - $9,317
-24 Reduced 3.9%
592 $230 Million
Q1 2025

Apr 14, 2025

BUY
$326.75 - $407.63 $653 - $815
2 Added 0.33%
616 $203 Million
Q4 2024

Jan 29, 2025

BUY
$360.37 - $416.88 $221,267 - $255,964
614 New
614 $223 Million

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 $291B
  • 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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