Big Sur Wealth Management LLC Caterpillar Inc Transaction History

Big Sur Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 30, 2020	BUY	$125.73 - $153.87 $214,998 - $263,117	1,710 New	1,710 $255,000
Q2 2020 Jul 31, 2020	SELL	$104.48 - $137.72 $220,452 - $290,589	-2,110 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$91.85 - $150.53 $18,370 - $30,106	-200 Reduced 8.66%	2,110 $245,000
Q4 2018 Feb 01, 2019	BUY	$112.34 - $158.22 $22,468 - $31,644	200 Added 9.48%	2,310 $294,000
Q3 2018 Oct 23, 2018	BUY	$132.02 - $156.38 $40,926 - $48,477	310 Added 17.22%	2,110 $322,000
Q2 2018 Aug 01, 2018	SELL	$134.61 - $158.92 $41,729 - $49,265	-310 Reduced 14.69%	1,800 $244,000
Q4 2017 Feb 01, 2018	SELL	$124.72 - $158.42 $62,360 - $79,210	-500 Reduced 19.16%	2,110 $332,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,610	2,610 $301,000

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 $215B
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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