Gyl Financial Synergies, LLC Caterpillar Inc Transaction History

Gyl Financial Synergies, LLC

$1.31 Billion
Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 5,078 shares of CAT stock, worth $1.87 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,078

Previous 4,981 1.95%

Holding current value

$1.87 Million

Previous $1.66 Million 19.71%

% of portfolio

0.15%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$316.8 - $391.12 $30,729 - $37,938	97 Added 1.95%	5,078 $1.99 Million
Q2 2024 Jul 23, 2024	SELL	$321.47 - $379.3 $161,699 - $190,787	-503 Reduced 9.17%	4,981 $1.66 Million
Q1 2024 May 14, 2024	BUY	$278.63 - $366.43 $52,661 - $69,255	189 Added 3.57%	5,484 $2.01 Million
Q4 2023 Feb 09, 2024	BUY	$226.05 - $298.12 $39,106 - $51,574	173 Added 3.38%	5,295 $1.57 Million
Q3 2023 Nov 06, 2023	BUY	$240.58 - $288.65 $5,773 - $6,927	24 Added 0.47%	5,122 $1.4 Million
Q2 2023 Aug 14, 2023	BUY	$205.75 - $247.67 $533,715 - $642,455	2,594 Added 103.59%	5,098 $1.25 Million
Q1 2023 May 15, 2023	BUY	$215.01 - $264.54 $81,703 - $100,525	380 Added 17.89%	2,504 $573,000
Q4 2022 Feb 06, 2023	BUY	$171.23 - $243.14 $9,246 - $13,129	54 Added 2.61%	2,124 $508,000
Q3 2022 Nov 01, 2022	BUY	$162.44 - $198.25 $26,315 - $32,116	162 Added 8.49%	2,070 $340,000
Q2 2022 Aug 01, 2022	BUY	$178.67 - $235.08 $39,128 - $51,482	219 Added 12.97%	1,908 $341,000
Q1 2022 May 05, 2022	BUY	$182.83 - $229.87 $4,936 - $6,206	27 Added 1.62%	1,689 $376,000
Q4 2021 Feb 08, 2022	BUY	$188.94 - $214.25 $8,502 - $9,641	45 Added 2.78%	1,662 $344,000
Q3 2021 Nov 01, 2021	BUY	$189.84 - $221.66 $189 - $221	1 Added 0.06%	1,617 $310,000
Q2 2021 Aug 02, 2021	BUY	$208.86 - $244.79 $41,772 - $48,958	200 Added 14.12%	1,616 $352,000
Q1 2021 May 04, 2021	BUY	$180.63 - $233.63 $18,424 - $23,830	102 Added 7.76%	1,416 $328,000
Q4 2020 Feb 02, 2021	BUY	$146.71 - $182.21 $192,776 - $239,423	1,314 New	1,314 $239,000
Q1 2020 May 05, 2020	SELL	$91.85 - $150.53 $159,451 - $261,320	-1,736 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$117.97 - $148.5 $68,068 - $85,684	-577 Reduced 24.95%	1,736 $256,000
Q3 2019 Nov 12, 2019	BUY	$113.38 - $139.64 $91,384 - $112,549	806 Added 53.48%	2,313 $292,000
Q2 2019 Aug 09, 2019	SELL	$119.81 - $143.36 $18,091 - $21,647	-151 Reduced 9.11%	1,507 $205,000
Q1 2019 May 21, 2019	SELL	$121.51 - $141.41 $709,375 - $825,551	-5,838 Reduced 77.88%	1,658 $225,000
Q1 2019 May 14, 2019	BUY	$121.51 - $141.41 $910,838 - $1.06 Million	7,496 New	7,496 $1.02 Million

Others Institutions Holding CAT

# of Institutions

3,125

Shares Held

335M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $194B
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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Gyl Financial Synergies, LLC Caterpillar Inc Transaction History