Compass Financial Advisors LLC Caterpillar Inc Transaction History

Compass Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$215.01 - $264.54 $15,050 - $18,517	-70 Reduced 5.39%	1,228 $281,000
Q4 2022 Feb 06, 2023	SELL	$171.23 - $243.14 $17,123 - $24,314	-100 Reduced 7.15%	1,298 $310,000
Q3 2022 Nov 09, 2022	BUY	$162.44 - $198.25 $8,284 - $10,110	51 Added 3.79%	1,398 $229,000
Q2 2022 Aug 08, 2022	BUY	$178.67 - $235.08 $4,645 - $6,112	26 Added 1.97%	1,347 $241,000
Q1 2022 May 05, 2022	BUY	$182.83 - $229.87 $25,413 - $31,951	139 Added 11.76%	1,321 $294,000
Q4 2021 Feb 24, 2022	BUY	$188.94 - $214.25 $223,327 - $253,243	1,182 New	1,182 $244,000

3,121

336M

6.57M

7.63M

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $210B
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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