Geo Wealth Management, LLC Caterpillar Inc Transaction History

Geo Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$278.63 - $366.43 $737,812 - $970,306	-2,648 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$278.63 - $366.43 $582,893 - $766,571	-2,092 Reduced 44.14%	2,648 $970,000
Q4 2023 Feb 13, 2024	BUY	$226.05 - $298.12 $758,849 - $1 Million	3,357 Added 242.73%	4,740 $1.4 Million
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $28,869 - $34,638	120 Added 9.5%	1,383 $377,000
Q2 2023 Aug 10, 2023	SELL	$205.75 - $247.67 $1,851 - $2,229	-9 Reduced 0.71%	1,263 $310,000

Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $64,287 - $79,097	-299 Reduced 19.03%	1,272 $291,000
Q4 2022 Feb 13, 2023	SELL	$171.23 - $243.14 $228,078 - $323,862	-1,332 Reduced 45.88%	1,571 $376,000
Q3 2022 Nov 14, 2022	SELL	$162.44 - $198.25 $16,244 - $19,825	-100 Reduced 3.33%	2,903 $476,000
Q2 2022 Aug 12, 2022	SELL	$178.67 - $235.08 $14,650 - $19,276	-82 Reduced 2.66%	3,003 $537,000
Q1 2022 May 13, 2022	BUY	$182.83 - $229.87 $230,000 - $289,176	1,258 Added 68.86%	3,085 $688,000
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $7,935 - $8,998	42 Added 2.35%	1,827 $376,000
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $7,593 - $8,866	-40 Reduced 2.19%	1,785 $343,000
Q2 2021 Aug 17, 2021	BUY	$208.86 - $244.79 $6,892 - $8,078	33 Added 1.84%	1,825 $397,000
Q1 2021 May 13, 2021	BUY	$180.63 - $233.63 $323,688 - $418,664	1,792 New	1,792 $416,000

2,952

337M

10.3M

10.3M

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $173B
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...

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Geo Wealth Management, LLC with notifications on news.