WEALTH ARCHITECTS, LLC – Caterpillar Inc. Transaction History
WEALTH ARCHITECTS, LLC portfolio value:
$562,000
portfolio value
WEALTH ARCHITECTS, 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 | -3.65% | -130 shares | -74K | $164.08 | 3.42K |
| Q2 2022 | share | Increase | +0.42% | 15 shares | -153K | $178.76 | 3.55K |
| Q1 2022 | share | Increase | +2.97% | 102 shares | 78K | $222.82 | 3.54K |
| Q4 2021 | share | Increase | +2.90% | 97 shares | 69K | $206.08 | 3.44K |
| Q3 2021 | share | Increase | +2.70% | 88 shares | -66K | $190.91 | 3.34K |
| Q2 2021 | share | Decrease | -2.60% | -87 shares | -67K | $215.26 | 3.25K |
| Q1 2021 | share | Increase | +18.34% | 518 shares | 261K | $228.32 | 3.34K |
| Q4 2020 | share | Increase | +3.25% | 89 shares | 106K | $178.29 | 2.82K |
| Q3 2020 | share | Increase | +3.80% | 100 shares | 75K | $145.2 | 2.73K |
| Q2 2020 | share | Increase | +0.15% | 4 shares | 28K | $122.23 | 2.63K |
| Q1 2020 | share | Decrease | -6.54% | -184 shares | -111K | $111.14 | 2.63K |
| Q4 2019 | share | Decrease | -0.53% | -15 shares | 58K | $140.47 | 2.81K |
| Q3 2019 | share | Decrease | -2.31% | -67 shares | -37K | $119.2 | 2.83K |
| Q2 2019 | share | Increase | +8.62% | 230 shares | 34K | $127.65 | 2.89K |
| Q1 2019 | share | Increase | +3.90% | 100 shares | 35K | $126.15 | 2.66K |
| Q4 2018 | share | Decrease | -5.42% | -147 shares | -88K | $117.57 | 2.56K |
| Q3 2018 | share | Increase | +0.78% | 21 shares | 49K | $140.17 | 2.71K |
| Q2 2018 | share | Increase | +7.38% | 185 shares | -5K | $123.94 | 2.69K |
| Q1 2018 | share | Increase | +0.64% | 16 shares | -23K | $133.96 | 2.50K |
| Q4 2017 | share | Decrease | -1.27% | -32 shares | 78K | $142.58 | 2.49K |
| Q3 2017 | share | Increase | +0.08% | 2 shares | 44K | $112.17 | 2.52K |
| Q2 2017 | share | Decrease | -0.98% | -25 shares | 35K | $95.96 | 2.52K |
| Q1 2017 | share | Increase | +0.04% | 1 shares | 0 | $82.16 | 2.54K |
| Q4 2016 | share | Increase | +0.04% | 1 shares | 11K | $81.47 | 2.54K |
| Q3 2016 | share | Increase | 0.00% | 2.54K shares | 225K | $77.3 | 2.54K |