Legacy Wealth Planning, LLC Caterpillar Inc Transaction History

Legacy Wealth Planning, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	BUY	$178.67 - $235.08 $20,547 - $27,034	115 Added 10.92%	1,168 $209,000
Q1 2022 May 10, 2022	BUY	$182.83 - $229.87 $11,701 - $14,711	64 Added 6.47%	1,053 $235,000
Q4 2021 Feb 14, 2022	BUY	$188.94 - $214.25 $186,861 - $211,893	989 New	989 $205,000
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $180,537 - $210,798	-951 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$208.86 - $244.79 $10,443 - $12,239	50 Added 5.55%	951 $207,000
Q1 2021 May 06, 2021	BUY	$180.63 - $233.63 $162,747 - $210,500	901 New	901 $209,000

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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