Financial Synergies Wealth Advisors, Inc. Caterpillar Inc Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$278.63 - $366.43 $77,459 - $101,867	278 Added 3475.0%	286 $105 Million
Q4 2023 Apr 04, 2024	SELL	$226.05 - $298.12 $62,389 - $82,281	-276 Reduced 97.18%	8 $1.92 Million
Q3 2023 Apr 04, 2024	BUY	$240.58 - $288.65 $24,298 - $29,153	101 Added 55.19%	284 $77.5 Million
Q2 2023 Apr 04, 2024	BUY	$205.75 - $247.67 $205 - $247	1 Added 0.55%	183 $45.1 Million
Q1 2023 Apr 04, 2024	BUY	$215.01 - $264.54 $37,411 - $46,029	174 Added 2175.0%	182 $41.7 Million
Q4 2022 Apr 04, 2024	BUY	$171.23 - $243.14 $1,369 - $1,945	8 New	8 $1.92 Million
Q3 2022 Apr 04, 2024	SELL	$162.44 - $198.25 $1,624 - $1,982	-10 Closed	0 $0
Q2 2022 Apr 04, 2024	BUY	$178.67 - $235.08 $1,786 - $2,350	10 New	10 $1.79 Million

2,977

340M

8.28M

8.72M

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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