SUGARLOAF WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$274,000
portfolio value
SUGARLOAF 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 | Increase | +8.11% | 125 shares | -1K | $164.08 | 1.66K |
| Q2 2022 | share | Increase | +0.13% | 2 shares | -68K | $178.76 | 1.54K |
| Q1 2022 | share | Increase | +0.79% | 12 shares | 27K | $222.82 | 1.53K |
| Q4 2021 | share | Increase | +0.07% | 1 shares | 23K | $206.08 | 1.52K |
| Q3 2021 | share | Increase | +0.07% | 1 shares | -39K | $190.91 | 1.52K |
| Q2 2021 | share | Increase | +0.13% | 2 shares | -21K | $215.26 | 1.52K |
| Q1 2021 | share | Increase | +0.07% | 1 shares | 76K | $228.32 | 1.52K |
| Q4 2020 | share | Increase | +0.07% | 1 shares | 50K | $178.29 | 1.52K |
| Q3 2020 | share | Increase | +0.07% | 1 shares | 35K | $145.2 | 1.52K |
| Q2 2020 | share | Increase | +0.13% | 2 shares | 16K | $122.23 | 1.52K |
| Q1 2020 | share | Decrease | -75.22% | -4.60K shares | -729K | $111.14 | 1.51K |
| Q4 2019 | share | Increase | 0.00% | 6.12K shares | 905K | $140.47 | 6.12K |