Cap Wealth Advisors, LLC Caterpillar Inc Transaction History

Cap Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	BUY	$240.58 - $288.65 $89,736 - $107,666	373 Added 31.91%	1,542 $420,000
Q2 2023 Aug 07, 2023	SELL	$205.75 - $247.67 $3,497 - $4,210	-17 Reduced 1.43%	1,169 $287,000
Q1 2023 May 02, 2023	BUY	$215.01 - $264.54 $2,150 - $2,645	10 Added 0.85%	1,186 $271,000
Q4 2022 Feb 01, 2023	BUY	$171.23 - $243.14 $201,366 - $285,932	1,176 New	1,176 $281,000
Q4 2021 Feb 10, 2022	BUY	$188.94 - $214.25 $222,193 - $251,958	1,176 New	1,176 $243,000
Q2 2018 Aug 15, 2018	SELL	$134.61 - $158.92 $197,203 - $232,817	-1,465 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$144.29 - $170.89 $5,771 - $6,835	-40 Reduced 2.66%	1,465 $216,000
Q4 2017 Feb 15, 2018	BUY	$124.72 - $158.42 $187,703 - $238,422	1,505	1,505 $237,000

3,127

336M

6.57M

7.63M

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $198B
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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