EVERMAY WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$306,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-8.21%
quarter
Caterpillar Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $164.08 | 1.86K | |
| Q2 2022 | share | Decrease | -3.62% | -70 shares | -98K | $178.76 | 1.86K |
| Q1 2022 | share | 0.00% | 0 shares | 31K | $222.82 | 1.93K | |
| Q4 2021 | share | Decrease | -17.48% | -410 shares | -110K | $206.08 | 1.93K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $190.91 | 2.34K | |
| Q2 2021 | share | Decrease | -4.01% | -98 shares | -56K | $215.26 | 2.34K |
| Q1 2021 | share | Decrease | -11.96% | -332 shares | 61K | $228.32 | 2.44K |
| Q4 2020 | share | Decrease | -6.09% | -180 shares | 64K | $178.29 | 2.77K |
| Q3 2020 | share | 0.00% | 0 shares | 67K | $145.2 | 2.95K | |
| Q2 2020 | share | Increase | +15.66% | 400 shares | 78K | $122.23 | 2.95K |
| Q1 2020 | share | Decrease | -13.83% | -410 shares | -142K | $111.14 | 2.55K |
| Q4 2019 | share | Decrease | -4.82% | -150 shares | 45K | $140.47 | 2.96K |
| Q3 2019 | share | Decrease | -13.83% | -500 shares | -100K | $119.2 | 3.11K |
| Q2 2019 | share | Increase | +7.43% | 250 shares | 37K | $127.65 | 3.61K |
| Q1 2019 | share | Decrease | -2.18% | -75 shares | 19K | $126.15 | 3.36K |
| Q4 2018 | share | Decrease | -32.75% | -1.67K shares | -343K | $117.57 | 3.44K |
| Q3 2018 | share | Increase | +27.40% | 1.1K shares | 235K | $140.17 | 5.11K |
| Q2 2018 | share | Decrease | -1.95% | -80 shares | -59K | $123.94 | 4.01K |
| Q1 2018 | share | Increase | +43.94% | 1.25K shares | 156K | $133.96 | 4.09K |
| Q4 2017 | share | Increase | 0.00% | 2.84K shares | 448K | $142.58 | 2.84K |