Erts Wealth Advisors, LLC Caterpillar Inc Transaction History

Erts Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$226.05 - $298.12 $169,537 - $223,590	750 New	750 $221,000
Q2 2023 Jul 17, 2023	SELL	$205.75 - $247.67 $40,121 - $48,295	-195 Reduced 18.06%	885 $217,000
Q1 2023 Apr 18, 2023	SELL	$215.01 - $264.54 $68,803 - $84,652	-320 Reduced 22.86%	1,080 $247,000
Q2 2022 Aug 08, 2022	SELL	$178.67 - $235.08 $8,933 - $11,754	-50 Reduced 3.45%	1,400 $250,000
Q2 2021 Aug 11, 2021	SELL	$208.86 - $244.79 $10,443 - $12,239	-50 Reduced 3.33%	1,450 $316,000
Q1 2021 May 07, 2021	SELL	$180.63 - $233.63 $166,540 - $215,406	-922 Reduced 38.07%	1,500 $348,000
Q4 2020 Feb 12, 2021	SELL	$146.71 - $182.21 $15,404 - $19,132	-105 Reduced 4.16%	2,422 $441,000
Q3 2020 Nov 13, 2020	SELL	$125.73 - $153.87 $18,733 - $22,926	-149 Reduced 5.57%	2,527 $377,000
Q2 2020 Aug 14, 2020	SELL	$104.48 - $137.72 $39,180 - $51,645	-375 Reduced 12.29%	2,676 $338,000
Q1 2020 May 15, 2020	BUY	$91.85 - $150.53 $215,663 - $353,444	2,348 Added 334.0%	3,051 $354,000
Q4 2018 Feb 14, 2019	BUY	$112.34 - $158.22 $78,975 - $111,228	703 New	703 $89,000

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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