SUREVEST, LLC – Caterpillar Inc. Transaction History
SUREVEST, LLC portfolio value:
$33,000
portfolio value
SUREVEST, 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 | -27.01% | -74 shares | -16K | $164.08 | 200 |
| Q2 2022 | share | Increase | +37.00% | 74 shares | 4K | $178.76 | 274 |
| Q1 2022 | share | Increase | +11.11% | 20 shares | 8K | $222.82 | 200 |
| Q4 2021 | share | Increase | 0.00% | 180 shares | 37K | $206.08 | 180 |