Jackson Wealth Management, LLC Caterpillar Inc Transaction History

Jackson Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$226.05 - $298.12 $78,439 - $103,447	-347 Reduced 32.49%	721 $213,000
Q3 2023 Nov 14, 2023	SELL	$240.58 - $288.65 $308,182 - $369,760	-1,281 Reduced 54.53%	1,068 $291,000
Q2 2023 Aug 02, 2023	SELL	$205.75 - $247.67 $15,431 - $18,575	-75 Reduced 3.09%	2,349 $577,000
Q1 2023 May 12, 2023	BUY	$215.01 - $264.54 $98,259 - $120,894	457 Added 23.23%	2,424 $554,000
Q4 2022 Feb 10, 2023	SELL	$171.23 - $243.14 $151,709 - $215,422	-886 Reduced 31.06%	1,967 $471,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $463,441 - $565,607	2,853 New	2,853 $468,000
Q2 2022 Aug 01, 2022	SELL	$178.67 - $235.08 $602,832 - $793,159	-3,374 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$182.83 - $229.87 $1.3 Million - $1.63 Million	-7,099 Reduced 67.78%	3,374 $752,000
Q4 2021 Feb 09, 2022	BUY	$188.94 - $214.25 $1.98 Million - $2.24 Million	10,473 New	10,473 $2.17 Million
Q3 2021 Dec 10, 2021	SELL	$189.84 - $221.66 $334,877 - $391,008	-1,764 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$208.86 - $244.79 $180,663 - $211,743	865 Added 96.22%	1,764 $384,000
Q1 2021 Apr 12, 2021	BUY	$180.63 - $233.63 $162,386 - $210,033	899 New	899 $208,000

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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