Crewe Advisors LLC Caterpillar Inc Transaction History

Crewe Advisors LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$321.47 - $379.3 $18,323 - $21,620	57 Added 3.44%	1,712 $570,000
Q1 2024 May 13, 2024	BUY	$278.63 - $366.43 $461,132 - $606,441	1,655 New	1,655 $606,000
Q2 2023 Jul 28, 2023	SELL	$205.75 - $247.67 $40,121 - $48,295	-195 Reduced 13.44%	1,256 $309,000
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $9,675 - $11,904	-45 Reduced 3.01%	1,451 $332,000
Q4 2022 Feb 07, 2023	BUY	$171.23 - $243.14 $181,332 - $257,485	1,059 Added 242.33%	1,496 $358,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $8,284 - $10,110	51 Added 13.21%	437 $72,000
Q2 2022 Aug 02, 2022	BUY	$178.67 - $235.08 $45,560 - $59,945	255 Added 194.66%	386 $69,000
Q4 2021 Feb 10, 2022	BUY	$188.94 - $214.25 $18,894 - $21,425	100 Added 322.58%	131 $27,000
Q3 2021 Oct 29, 2021	SELL	$189.84 - $221.66 $7,403 - $8,644	-39 Reduced 55.71%	31 $6,000
Q2 2021 Aug 11, 2021	SELL	$208.86 - $244.79 $7,727 - $9,057	-37 Reduced 34.58%	70 $15,000
Q4 2020 Jan 27, 2021	SELL	$146.71 - $182.21 $880 - $1,093	-6 Reduced 5.31%	107 $19,000
Q3 2020 Oct 13, 2020	BUY	$125.73 - $153.87 $14,207 - $17,387	113 New	113 $17,000
Q4 2019 Feb 05, 2020	SELL	$117.97 - $148.5 $2,595 - $3,267	-22 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$113.38 - $139.64 $18,254 - $22,482	-161 Reduced 87.98%	22 $3,000
Q3 2018 Nov 13, 2018	BUY	$132.02 - $156.38 $24,159 - $28,617	183 New	183 $28,000

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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