Act Wealth Management, LLC Caterpillar Inc Transaction History

Act Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	BUY	$226.05 - $298.12 $8,137 - $10,732	36 Added 4.28%	877 $259,000
Q3 2023 Oct 10, 2023	SELL	$240.58 - $288.65 $32,959 - $39,545	-137 Reduced 14.01%	841 $229,000
Q2 2023 Jul 14, 2023	SELL	$205.75 - $247.67 $2,263 - $2,724	-11 Reduced 1.11%	978 $240,000
Q1 2023 Apr 13, 2023	SELL	$215.01 - $264.54 $4,085 - $5,026	-19 Reduced 1.88%	989 $226,000
Q4 2022 Jan 19, 2023	BUY	$171.23 - $243.14 $172,599 - $245,085	1,008 New	1,008 $0
Q2 2022 Jul 08, 2022	SELL	$178.67 - $235.08 $190,462 - $250,595	-1,066 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$182.83 - $229.87 $4,570 - $5,746	-25 Reduced 2.29%	1,066 $237,000
Q4 2021 Jan 31, 2022	BUY	$188.94 - $214.25 $12,281 - $13,926	65 Added 6.34%	1,091 $226,000
Q2 2021 Jul 20, 2021	BUY	$208.86 - $244.79 $6,265 - $7,343	30 Added 3.01%	1,026 $223,000
Q1 2021 Apr 08, 2021	BUY	$180.63 - $233.63 $179,907 - $232,695	996 New	996 $231,000

3,122

336M

6.57M

7.63M

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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