INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Caterpillar Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$866,000
portfolio value
INSTITUTE FOR 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 | Decrease | -0.13% | -7 shares | -78K | $164.08 | 5.27K |
| Q2 2022 | share | 0.00% | 0 shares | -233K | $178.76 | 5.28K | |
| Q1 2022 | share | Increase | +1.85% | 96 shares | 105K | $222.82 | 5.28K |
| Q4 2021 | share | Decrease | -0.71% | -37 shares | 69K | $206.08 | 5.18K |
| Q3 2021 | share | Decrease | -2.37% | -127 shares | -162K | $190.91 | 5.22K |
| Q2 2021 | share | Increase | +2.63% | 137 shares | -44K | $215.26 | 5.35K |
| Q1 2021 | share | Increase | +0.97% | 50 shares | 269K | $228.32 | 5.21K |
| Q4 2020 | share | Decrease | -1.39% | -73 shares | 159K | $178.29 | 5.16K |
| Q3 2020 | share | Decrease | -18.84% | -1.21K shares | -35K | $145.2 | 5.23K |
| Q2 2020 | share | Increase | +0.53% | 34 shares | 71K | $122.23 | 6.45K |
| Q1 2020 | share | Decrease | -2.57% | -169 shares | -228K | $111.14 | 6.41K |
| Q4 2019 | share | Decrease | -1.73% | -116 shares | 126K | $140.47 | 6.58K |
| Q3 2019 | share | Decrease | -10.04% | -748 shares | -169K | $119.2 | 6.70K |
| Q2 2019 | share | Increase | +14.82% | 962 shares | 135K | $127.65 | 7.45K |
| Q1 2019 | share | Increase | 0.00% | 6.49K shares | 881K | $126.15 | 6.49K |
| Q1 2018 | share | Decrease | -100.00% | -6.30K shares | -993K | $133.96 | 0 |
| Q4 2017 | share | Increase | 0.00% | 6.30K shares | 993K | $142.58 | 6.30K |
| Q3 2017 | share | Decrease | -100.00% | -6.12K shares | -661K | $112.17 | 0 |
| Q2 2017 | share | Increase | 0.00% | 6.12K shares | 661K | $95.96 | 6.12K |