Gyl Financial Synergies, LLC Caterpillar Inc Transaction History

Gyl Financial Synergies, LLC

  • $1.31 Billion
  • Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 5,078 shares of CAT stock, worth $1.98 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,078
Previous 4,981 1.95%
Holding current value
$1.98 Million
Previous $1.66 Million 19.71%
% of portfolio
0.15%
Previous 0.13%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$316.8 - $391.12 $30,729 - $37,938
97 Added 1.95%
5,078 $1.99 Million
Q2 2024

Jul 23, 2024
SELL
$321.47 - $379.3 $161,699 - $190,787
-503 Reduced 9.17%
4,981 $1.66 Million
Q1 2024

May 14, 2024
BUY
$278.63 - $366.43 $52,661 - $69,255
189 Added 3.57%
5,484 $2.01 Million
Q4 2023

Feb 09, 2024
BUY
$226.05 - $298.12 $39,106 - $51,574
173 Added 3.38%
5,295 $1.57 Million
Q3 2023

Nov 06, 2023
BUY
$240.58 - $288.65 $5,773 - $6,927
24 Added 0.47%
5,122 $1.4 Million
Q2 2023

Aug 14, 2023
BUY
$205.75 - $247.67 $533,715 - $642,455
2,594 Added 103.59%
5,098 $1.25 Million
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $81,703 - $100,525
380 Added 17.89%
2,504 $573,000
Q4 2022

Feb 06, 2023
BUY
$171.23 - $243.14 $9,246 - $13,129
54 Added 2.61%
2,124 $508,000
Q3 2022

Nov 01, 2022
BUY
$162.44 - $198.25 $26,315 - $32,116
162 Added 8.49%
2,070 $340,000
Q2 2022

Aug 01, 2022
BUY
$178.67 - $235.08 $39,128 - $51,482
219 Added 12.97%
1,908 $341,000
Q1 2022

May 05, 2022
BUY
$182.83 - $229.87 $4,936 - $6,206
27 Added 1.62%
1,689 $376,000
Q4 2021

Feb 08, 2022
BUY
$188.94 - $214.25 $8,502 - $9,641
45 Added 2.78%
1,662 $344,000
Q3 2021

Nov 01, 2021
BUY
$189.84 - $221.66 $189 - $221
1 Added 0.06%
1,617 $310,000
Q2 2021

Aug 02, 2021
BUY
$208.86 - $244.79 $41,772 - $48,958
200 Added 14.12%
1,616 $352,000
Q1 2021

May 04, 2021
BUY
$180.63 - $233.63 $18,424 - $23,830
102 Added 7.76%
1,416 $328,000
Q4 2020

Feb 02, 2021
BUY
$146.71 - $182.21 $192,776 - $239,423
1,314 New
1,314 $239,000
Q1 2020

May 05, 2020
SELL
$91.85 - $150.53 $159,451 - $261,320
-1,736 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
$117.97 - $148.5 $68,068 - $85,684
-577 Reduced 24.95%
1,736 $256,000
Q3 2019

Nov 12, 2019
BUY
$113.38 - $139.64 $91,384 - $112,549
806 Added 53.48%
2,313 $292,000
Q2 2019

Aug 09, 2019
SELL
$119.81 - $143.36 $18,091 - $21,647
-151 Reduced 9.11%
1,507 $205,000
Q1 2019

May 21, 2019
SELL
$121.51 - $141.41 $709,375 - $825,551
-5,838 Reduced 77.88%
1,658 $225,000
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $910,838 - $1.06 Million
7,496 New
7,496 $1.02 Million

Others Institutions Holding CAT

# of Institutions
3,121
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $206B
  • 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...
More about CAT
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