EDGE WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
EDGE WEALTH MANAGEMENT LLC portfolio value:
$330,000
portfolio value
EDGE 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 | -28K | $164.08 | 2K | |
| Q2 2022 | share | 0.00% | 0 shares | -88K | $178.76 | 2K | |
| Q1 2022 | share | Increase | 0.00% | 2K shares | 446K | $222.82 | 2K |
| Q2 2021 | share | Decrease | -100.00% | -31.20K shares | -7.23M | $215.26 | 0 |
| Q1 2021 | share | Increase | +5.82% | 1.71K shares | 1.87M | $228.32 | 31.20K |
| Q4 2020 | share | Increase | +0.23% | 69 shares | 974K | $178.29 | 29.48K |
| Q3 2020 | share | Increase | +2.66% | 761 shares | 763K | $145.2 | 29.41K |
| Q2 2020 | share | Decrease | -47.13% | -25.54K shares | -2.64M | $122.23 | 28.65K |
| Q1 2020 | share | Increase | +301022.22% | 54.18K shares | 6.26M | $111.14 | 54.20K |
| Q4 2019 | share | 0.00% | 0 shares | 1K | $140.47 | 18 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $119.2 | 18 | |
| Q2 2019 | share | Decrease | -71.43% | -45 shares | -7K | $127.65 | 18 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $126.15 | 63 | |
| Q4 2018 | share | Increase | +250.00% | 45 shares | 5K | $117.57 | 63 |
| Q3 2018 | share | 0.00% | 0 shares | 1K | $140.17 | 18 | |
| Q2 2018 | share | 0.00% | 0 shares | -1K | $123.94 | 18 | |
| Q1 2018 | share | Increase | 0.00% | 18 shares | 3K | $133.96 | 18 |
| Q3 2016 | share | Decrease | -100.00% | -300 shares | -23K | $77.3 | 0 |
| Q2 2016 | share | 0.00% | 0 shares | 0 | $65.38 | 300 | |
| Q1 2016 | share | 0.00% | 0 shares | 3K | $65.37 | 300 |