Laidlaw Wealth Management LLC Caterpillar Inc Transaction History

Laidlaw Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$226.05 - $298.12 $263,122 - $347,011	1,164 New	1,164 $344,000
Q2 2023 Aug 11, 2023	SELL	$205.75 - $247.67 $18,723 - $22,537	-91 Reduced 6.44%	1,322 $325,000
Q1 2023 May 12, 2023	SELL	$215.01 - $264.54 $13,975 - $17,195	-65 Reduced 4.4%	1,413 $323,000
Q4 2022 Feb 14, 2023	SELL	$171.23 - $243.14 $63,697 - $90,448	-372 Reduced 20.11%	1,478 $354,000
Q3 2022 Nov 14, 2022	BUY	$162.44 - $198.25 $28,589 - $34,892	176 Added 10.51%	1,850 $304,000
Q2 2022 Aug 12, 2022	SELL	$178.67 - $235.08 $47,526 - $62,531	-266 Reduced 13.71%	1,674 $299,000
Q1 2022 May 12, 2022	SELL	$182.83 - $229.87 $574,269 - $722,021	-3,141 Reduced 61.82%	1,940 $432,000
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $960,004 - $1.09 Million	5,081 New	5,081 $1.05 Million
Q1 2021 May 17, 2021	SELL	$180.63 - $233.63 $1.21 Million - $1.57 Million	-6,724 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$146.71 - $182.21 $986,478 - $1.23 Million	6,724 New	6,724 $1.22 Million

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...

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

Stay updated on Laidlaw Wealth Management LLC with notifications on news.