RKL WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
RKL WEALTH MANAGEMENT LLC portfolio value:
$250,000
portfolio value
RKL 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 | -23K | $164.08 | 1.52K | |
| Q2 2022 | share | Increase | +12.95% | 175 shares | -28K | $178.76 | 1.52K |
| Q1 2022 | share | Increase | +10.92% | 133 shares | 49K | $222.82 | 1.35K |
| Q4 2021 | share | 0.00% | 0 shares | 18K | $206.08 | 1.21K | |
| Q3 2021 | share | Decrease | -31.46% | -559 shares | -153K | $190.91 | 1.21K |
| Q2 2021 | share | 0.00% | 0 shares | -25K | $215.26 | 1.77K | |
| Q1 2021 | share | 0.00% | 0 shares | 89K | $228.32 | 1.77K | |
| Q4 2020 | share | 0.00% | 0 shares | 58K | $178.29 | 1.77K | |
| Q3 2020 | share | Increase | 0.00% | 1.77K shares | 265K | $145.2 | 1.77K |