MODERA WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$574,000
portfolio value
MODERA 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 | -2.16% | -77 shares | -65K | $164.08 | 3.49K |
| Q2 2022 | share | Decrease | -0.86% | -31 shares | -164K | $178.76 | 3.57K |
| Q1 2022 | share | Decrease | -47.80% | -3.3K shares | -625K | $222.82 | 3.60K |
| Q4 2021 | share | Increase | +321.23% | 5.26K shares | 1.11M | $206.08 | 6.90K |
| Q3 2021 | share | Increase | +46.47% | 520 shares | 71K | $190.91 | 1.63K |
| Q2 2021 | share | Decrease | -0.80% | -9 shares | -18K | $215.26 | 1.11K |
| Q1 2021 | share | Decrease | -25.89% | -394 shares | -15K | $228.32 | 1.12K |
| Q4 2020 | share | Increase | 0.00% | 1.52K shares | 277K | $178.29 | 1.52K |
| Q2 2016 | share | Decrease | -100.00% | -3.56K shares | -273K | $65.38 | 0 |
| Q1 2016 | share | Increase | 0.00% | 3.56K shares | 273K | $65.37 | 3.56K |