Heritage Wealth Management, LLC Caterpillar Inc Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $70,204 - $99,687	410 Added 112.02%	776 $185,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $3,248 - $3,965	20 Added 5.78%	366 $60,000
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $1,608 - $2,115	-9 Reduced 2.54%	346 $61,000
Q1 2022 Aug 15, 2022	BUY	$182.83 - $229.87 $1,645 - $2,068	9 Added 2.6%	355 $79,000
Q2 2021 Aug 11, 2021	BUY	$208.86 - $244.79 $12,113 - $14,197	58 Added 20.14%	346 $75,000
Q1 2021 Jul 16, 2021	BUY	$180.63 - $233.63 $52,021 - $67,285	288 New	288 $67,000

3,122

336M

6.57M

7.63M

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $214B
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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