Edge Wealth Management LLC Caterpillar Inc Transaction History

Edge Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 14, 2022	BUY	$182.83 - $229.87 $365,660 - $459,740	2,000 New	2,000 $446,000
Q2 2021 Jul 23, 2021	SELL	$208.86 - $244.79 $6.52 Million - $7.64 Million	-31,204 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$180.63 - $233.63 $310,141 - $401,142	1,717 Added 5.82%	31,204 $7.24 Million
Q4 2020 Jan 19, 2021	BUY	$146.71 - $182.21 $10,122 - $12,572	69 Added 0.23%	29,487 $5.36 Million
Q3 2020 Oct 21, 2020	BUY	$125.73 - $153.87 $95,680 - $117,095	761 Added 2.66%	29,418 $4.39 Million
Q2 2020 Aug 03, 2020	SELL	$104.48 - $137.72 $2.67 Million - $3.52 Million	-25,545 Reduced 47.13%	28,657 $3.63 Million
Q1 2020 Apr 20, 2020	BUY	$91.85 - $150.53 $4.98 Million - $8.16 Million	54,184 Added 301022.22%	54,202 $6.27 Million
Q2 2019 Jul 15, 2019	SELL	$119.81 - $143.36 $5,391 - $6,451	-45 Reduced 71.43%	18 $2,000
Q4 2018 Jan 11, 2019	BUY	$112.34 - $158.22 $5,055 - $7,119	45 Added 250.0%	63 $8,000
Q1 2018 Apr 05, 2018	BUY	$144.29 - $170.89 $2,597 - $3,076	18 New	18 $3,000

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 $192B
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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