PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – Caterpillar Inc. Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
$561,000
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, 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 | -7.57% | -280 shares | -101K | $164.08 | 3.42K |
| Q2 2022 | share | Increase | +10.38% | 348 shares | -85K | $178.76 | 3.70K |
| Q1 2022 | share | Increase | +6.51% | 205 shares | 96K | $222.82 | 3.35K |
| Q4 2021 | share | Increase | +83.66% | 1.43K shares | 322K | $206.08 | 3.14K |
| Q3 2021 | share | 0.00% | 0 shares | -44K | $190.91 | 1.71K | |
| Q2 2021 | share | Increase | +0.94% | 16 shares | -21K | $215.26 | 1.71K |
| Q1 2021 | share | 0.00% | 0 shares | 85K | $228.32 | 1.69K | |
| Q4 2020 | share | Decrease | -5.56% | -100 shares | 41K | $178.29 | 1.69K |
| Q3 2020 | share | Increase | +11.82% | 190 shares | 65K | $145.2 | 1.79K |
| Q2 2020 | share | Increase | 0.00% | 1.60K shares | 203K | $122.23 | 1.60K |
| Q1 2020 | share | Decrease | -100.00% | -1.38K shares | -204K | $111.14 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.38K shares | 204K | $140.47 | 1.38K |
| Q4 2018 | share | Decrease | -100.00% | -1.40K shares | -215K | $117.57 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.40K shares | 215K | $140.17 | 1.40K |
| Q1 2018 | share | Decrease | -100.00% | -1.28K shares | -202K | $133.96 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1.28K shares | 202K | $142.58 | 1.28K |