Wealth Plan Partners, LLC Caterpillar Inc Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,159 shares of CAT stock, worth $425,492. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,159
Previous 6,403 81.9%
Holding current value
$425,492
Previous $2.13 Billion 78.74%
% of portfolio
0.06%
Previous 0.23%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$316.8 - $391.12 $1.66 Million - $2.05 Million
-5,244 Reduced 81.9%
1,159 $453 Million
Q1 2024

May 07, 2024
SELL
$278.63 - $366.43 $278 - $366
-1 Reduced 0.02%
6,403 $2.35 Billion
Q4 2023

Jan 05, 2024
BUY
$226.05 - $298.12 $6,103 - $8,049
27 Added 0.42%
6,404 $1.89 Billion
Q3 2023

Nov 01, 2023
BUY
$240.58 - $288.65 $44,266 - $53,111
184 Added 2.97%
6,377 $1.74 Billion
Q2 2023

Jul 31, 2023
SELL
$205.75 - $247.67 $87,649 - $105,507
-426 Reduced 6.44%
6,193 $1.52 Billion
Q1 2023

May 10, 2023
SELL
$215.01 - $264.54 $260,377 - $320,357
-1,211 Reduced 15.47%
6,619 $1.51 Billion
Q4 2022

Feb 16, 2023
BUY
$171.23 - $243.14 $28,252 - $40,118
165 Added 2.15%
7,830 $1.91 Billion
Q1 2022

May 03, 2022
BUY
$182.83 - $229.87 $12,432 - $15,631
68 Added 0.9%
7,665 $1.61 Million
Q4 2021

Feb 01, 2022
SELL
$188.94 - $214.25 $74,442 - $84,414
-394 Reduced 4.93%
7,597 $1.53 Million
Q3 2021

Dec 09, 2021
BUY
$189.84 - $221.66 $74,227 - $86,669
391 Added 5.14%
7,991 $1.53 Million
Q2 2021

Aug 19, 2021
SELL
$208.86 - $244.79 $3,341 - $3,916
-16 Reduced 0.21%
7,600 $1.69 Million
Q1 2021

May 11, 2021
SELL
$180.63 - $233.63 $300,929 - $389,227
-1,666 Reduced 17.95%
7,616 $1.78 Million
Q4 2020

Feb 09, 2021
BUY
$146.71 - $182.21 $39,024 - $48,467
266 Added 2.95%
9,282 $1.78 Million
Q3 2020

Dec 18, 2020
BUY
$125.73 - $153.87 $502 - $615
4 Added 0.04%
9,016 $1.52 Million
Q2 2020

Aug 19, 2020
BUY
$104.48 - $137.72 $244,692 - $322,540
2,342 Added 35.11%
9,012 $1.27 Million
Q1 2020

May 15, 2020
BUY
$91.85 - $150.53 $457,413 - $749,639
4,980 Added 294.67%
6,670 $708,000
Q4 2019

Feb 14, 2020
BUY
$117.97 - $148.5 $15,572 - $19,602
132 Added 8.47%
1,690 $236,000
Q3 2019

Nov 15, 2019
BUY
$113.38 - $139.64 $176,646 - $217,559
1,558 New
1,558 $225,000
Q4 2018

Feb 20, 2019
SELL
$112.34 - $158.22 $184,237 - $259,480
-1,640 Closed
0 $0
Q3 2018

Nov 21, 2018
SELL
$132.02 - $156.38 $78,023 - $92,420
-591 Reduced 26.49%
1,640 $200,000
Q2 2018

Aug 16, 2018
BUY
$134.61 - $158.92 $32,037 - $37,822
238 Added 11.94%
2,231 $303,000
Q1 2018

May 16, 2018
BUY
$144.29 - $170.89 $287,569 - $340,583
1,993 New
1,993 $293,000

Others Institutions Holding CAT

# of Institutions
3,125
Shares Held
335M
Call Options Held
6.57M
Put Options Held
7.63M
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 $194B
  • 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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