GEOWEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$476,000
portfolio value
GEOWEALTH 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 | -3.33% | -100 shares | -61K | $164.08 | 2.90K |
| Q2 2022 | share | Decrease | -2.66% | -82 shares | -151K | $178.76 | 3.00K |
| Q1 2022 | share | Increase | +68.86% | 1.25K shares | 312K | $222.82 | 3.08K |
| Q4 2021 | share | Increase | +2.35% | 42 shares | 33K | $206.08 | 1.82K |
| Q3 2021 | share | Decrease | -2.19% | -40 shares | -54K | $190.91 | 1.78K |
| Q2 2021 | share | Increase | +1.84% | 33 shares | -19K | $215.26 | 1.82K |
| Q1 2021 | share | Increase | 0.00% | 1.79K shares | 416K | $228.32 | 1.79K |