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Triangle Securities Wealth Management
> CAT
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | CATERPILLAR INC | CAT | 7,214 | 30 | 1,969,311,000 | 201,704,000 | $272,984.61 |
06/30/2023 | CATERPILLAR INC | CAT | 7,184 | -981 | 1,767,607,000 | -188,519,000 | $246,047.74 |
12/31/2022 | CATERPILLAR INC | CAT | 8,165 | -376 | 1,956,126,000 | 1,954,599,000 | $239,574.53 |
06/30/2022 | CATERPILLAR INC | CAT | 8,541 | 13 | 1,527,000 | -373,000 | $178.78 |
03/31/2022 | CATERPILLAR INC | CAT | 8,528 | -282 | 1,900,000 | 79,000 | $222.80 |
12/31/2021 | CATERPILLAR INC | CAT | 8,810 | -70 | 1,821,000 | 116,000 | $206.70 |
09/30/2021 | CATERPILLAR INC | CAT | 8,880 | -44 | 1,705,000 | -237,000 | $192.00 |
06/30/2021 | CATERPILLAR INC | CAT | 8,924 | -694 | 1,942,000 | -288,000 | $217.62 |
03/31/2021 | CATERPILLAR INC | CAT | 9,618 | -353 | 2,230,000 | 415,000 | $231.86 |
12/31/2020 | CATERPILLAR INC | CAT | 9,971 | -199 | 1,815,000 | 298,000 | $182.03 |
09/30/2020 | CATERPILLAR INC | CAT | 10,170 | -241 | 1,517,000 | 200,000 | $149.16 |
06/30/2020 | CATERPILLAR INC | CAT | 10,411 | 888 | 1,317,000 | 212,000 | $126.50 |
03/31/2020 | CATERPILLAR INC | CAT | 9,523 | 560 | 1,105,000 | -219,000 | $116.03 |
12/31/2019 | CATERPILLAR INC | CAT | 8,963 | 88 | 1,324,000 | 203,000 | $147.72 |
09/30/2019 | CATERPILLAR INC | CAT | 8,875 | 236 | 1,121,000 | -44,000 | $126.31 |
06/30/2019 | CATERPILLAR INC | CAT | 8,639 | 750 | 1,165,000 | 96,000 | $134.85 |
03/31/2019 | CATERPILLAR INC | CAT | 7,889 | -210 | 1,069,000 | 40,000 | $135.51 |
12/31/2018 | CATERPILLAR INC | CAT | 8,099 | 5,180 | 1,029,000 | 584,000 | $127.05 |
09/30/2018 | CATERPILLAR INC | CAT | 2,919 | -95 | 445,000 | 36,000 | $152.45 |
06/30/2018 | CATERPILLAR INC | CAT | 3,014 | -70 | 409,000 | -46,000 | $135.70 |
03/31/2018 | CATERPILLAR INC | CAT | 3,084 | -140 | 455,000 | -53,000 | $147.54 |
12/31/2017 | CATERPILLAR INC | CAT | 3,224 | -110 | 508,000 | 150,000 | $157.57 |
06/30/2017 | CATERPILLAR INC | CAT | 3,334 | -225 | 358,000 | 28,000 | $107.38 |
03/31/2017 | CATERPILLAR INC | CAT | 3,559 | -2,545 | 330,000 | -236,000 | $92.72 |
12/31/2016 | CATERPILLAR INC | CAT | 6,104 | -520 | 566,000 | -22,000 | $92.73 |
09/30/2016 | CATERPILLAR INC | CAT | 6,624 | -235 | 588,000 | 68,000 | $88.77 |
06/30/2016 | CATERPILLAR INC | CAT | 6,859 | -17,909 | 520,000 | -1,546,000 | $75.81 |
03/31/2016 | CATERPILLAR INC | CAT | 9,554 | -15,214 | 731,000 | -1,335,000 | $76.51 |
12/31/2015 | CATERPILLAR INC | CAT | 9,659 | -2,005 | 656,000 | -106,000 | $67.92 |
09/30/2015 | CATERPILLAR INC | CAT | 11,664 | -2,720 | 762,000 | -458,000 | $65.33 |
06/30/2015 | CATERPILLAR INC | CAT | 14,384 | -125 | 1,220,000 | 59,000 | $84.82 |
03/31/2015 | CATERPILLAR INC | CAT | 14,509 | -1,735 | 1,161,000 | -326,000 | $80.02 |
12/31/2014 | CATERPILLAR INC | CAT | 16,244 | 955 | 1,487,000 | -27,000 | $91.54 |
09/30/2014 | CATERPILLAR INC | CAT | 15,289 | 0 | 1,514,000 | -147,000 | $99.03 |
06/30/2014 | CATERPILLAR INC | CAT | 15,289 | -7,169 | 1,661,000 | -292,000 | $108.64 |
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