A detailed history of Wealth Trust Asset Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 2,698 shares of CAT stock, worth $991,703. This represents 0.8% of its overall portfolio holdings.

Number of Shares
2,698
Previous 3,061 11.86%
Holding current value
$991,703
Previous $1.02 Million 3.53%
% of portfolio
0.8%
Previous 0.76%

Shares

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

Nov 12, 2024

SELL
$316.8 - $391.12 $114,998 - $141,976
-363 Reduced 11.86%
2,698 $1.06 Million
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $38,576 - $45,516
-120 Reduced 3.77%
3,061 $1.02 Million
Q1 2024

May 03, 2024

SELL
$278.63 - $366.43 $45,695 - $60,094
-164 Reduced 4.9%
3,181 $1.17 Million
Q4 2023

Feb 08, 2024

SELL
$226.05 - $298.12 $76,178 - $100,466
-337 Reduced 9.15%
3,345 $989,000
Q3 2023

Nov 08, 2023

SELL
$240.58 - $288.65 $12,510 - $15,009
-52 Reduced 1.39%
3,682 $1.01 Million
Q2 2023

Aug 04, 2023

SELL
$205.75 - $247.67 $55,758 - $67,118
-271 Reduced 6.77%
3,734 $918,000
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $861,115 - $1.06 Million
4,005 New
4,005 $916,000
Q2 2022

Aug 08, 2022

BUY
$178.67 - $235.08 $702,530 - $924,334
3,932 New
3,932 $703,000

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 $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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