TRANSFORM WEALTH, LLC – Caterpillar Inc. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$776,000
portfolio value
TRANSFORM WEALTH, 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 | -87.55% | -33.26K shares | -6.01M | $164.08 | 4.73K |
| Q2 2022 | share | Decrease | -25.54% | -13.03K shares | -4.57M | $178.76 | 37.99K |
| Q1 2022 | share | Increase | +1.64% | 822 shares | 990K | $222.82 | 51.02K |
| Q4 2021 | share | Increase | +0.74% | 367 shares | 812K | $206.08 | 50.20K |
| Q3 2021 | share | Decrease | -2.44% | -1.24K shares | -1.55M | $190.91 | 49.83K |
| Q2 2021 | share | Increase | +66.17% | 20.34K shares | 3.98M | $215.26 | 51.08K |
| Q1 2021 | share | Decrease | -2.26% | -712 shares | 1.40M | $228.32 | 30.74K |
| Q4 2020 | share | Decrease | -37.44% | -18.82K shares | -1.77M | $178.29 | 31.45K |
| Q3 2020 | share | Increase | 0.00% | 50.28K shares | 7.5M | $145.2 | 50.28K |
| Q3 2019 | share | Decrease | -100.00% | -19.19K shares | -2.61M | $119.2 | 0 |
| Q2 2019 | share | Increase | +0.21% | 40 shares | 21K | $127.65 | 19.19K |
| Q2 2019 | call | Decrease | -100.00% | -700 shares | -95K | $127.65 | 0 |
| Q1 2019 | call | Increase | 0.00% | 700 shares | 95K | $126.15 | 700 |
| Q1 2019 | share | Decrease | -2.39% | -468 shares | 102K | $126.15 | 19.15K |
| Q4 2018 | share | Increase | 0.00% | 19.62K shares | 2.49M | $117.57 | 19.62K |
| Q1 2018 | share | Decrease | -100.00% | -1.34K shares | -211K | $133.96 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1.34K shares | 211K | $142.58 | 1.34K |