GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Caterpillar Inc. Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$233,000
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 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 | +11.35% | 145 shares | 5K | $164.08 | 1.42K |
| Q2 2022 | share | Increase | +8.50% | 100 shares | -34K | $178.76 | 1.27K |
| Q1 2022 | share | Decrease | -13.84% | -189 shares | -20K | $222.82 | 1.17K |
| Q4 2021 | share | Decrease | -6.82% | -100 shares | 1K | $206.08 | 1.36K |
| Q3 2021 | share | Increase | +24.98% | 293 shares | 26K | $190.91 | 1.46K |
| Q2 2021 | share | Increase | +8.41% | 91 shares | 5K | $215.26 | 1.17K |
| Q1 2021 | share | Increase | 0.00% | 1.08K shares | 250K | $228.32 | 1.08K |