Beam Wealth Advisors, Inc. Caterpillar Inc Transaction History

Beam Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$278.63 - $366.43 $25,076 - $32,978	90 Added 10.86%	919 $336,000
Q4 2023 Jan 30, 2024	SELL	$226.05 - $298.12 $1,356 - $1,788	-6 Reduced 0.72%	829 $245,000
Q3 2023 Oct 26, 2023	SELL	$240.58 - $288.65 $240 - $288	-1 Reduced 0.12%	835 $227,000
Q2 2023 Jul 26, 2023	BUY	$205.75 - $247.67 $172,007 - $207,052	836 New	836 $205,000

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 $213B
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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