MERIDIAN WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$3.81M
portfolio value
MERIDIAN 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 | Decrease | -0.50% | -118 shares | -363K | $164.08 | 23.27K |
| Q2 2022 | share | Increase | +5.16% | 1.14K shares | -776K | $178.76 | 23.39K |
| Q1 2022 | share | Increase | +2.94% | 635 shares | 490K | $222.82 | 22.24K |
| Q4 2021 | share | Increase | +3.56% | 744 shares | 462K | $206.08 | 21.61K |
| Q3 2021 | share | Increase | +8.35% | 1.60K shares | -186K | $190.91 | 20.87K |
| Q2 2021 | share | Increase | +15.18% | 2.53K shares | 315K | $215.26 | 19.26K |
| Q1 2021 | share | Decrease | -2.33% | -399 shares | 761K | $228.32 | 16.72K |
| Q4 2020 | share | Increase | +7.06% | 1.12K shares | 731K | $178.29 | 17.12K |
| Q3 2020 | share | Increase | +6.02% | 908 shares | 477K | $145.2 | 15.99K |
| Q2 2020 | share | Increase | +27.95% | 3.29K shares | 541K | $122.23 | 15.08K |
| Q1 2020 | share | Increase | 0.00% | 11.78K shares | 1.36M | $111.14 | 11.78K |
| Q4 2019 | share | Decrease | -100.00% | -2.50K shares | -316K | $140.47 | 0 |
| Q3 2019 | share | Increase | +99.92% | 1.25K shares | 314.29K | $119.2 | 2.50K |
| Q2 2019 | share | Increase | 0.00% | 1.25K shares | 1.70K | $127.65 | 1.25K |
| Q4 2018 | share | Decrease | -100.00% | -3.78K shares | -577K | $117.57 | 0 |
| Q3 2018 | share | Decrease | -3.62% | -142 shares | 44K | $140.17 | 3.78K |
| Q2 2018 | share | Decrease | -83.96% | -20.55K shares | -3.07M | $123.94 | 3.92K |
| Q1 2018 | share | Increase | +258.87% | 17.66K shares | 2.73M | $133.96 | 24.48K |
| Q4 2017 | share | Increase | +0.28% | 19 shares | 25K | $142.58 | 6.82K |
| Q3 2017 | share | Decrease | -1.78% | -123 shares | 104K | $112.17 | 6.80K |
| Q2 2017 | share | Decrease | -0.84% | -59 shares | 96K | $95.96 | 6.92K |
| Q1 2017 | share | Increase | 0.00% | 6.98K shares | 648K | $82.16 | 6.98K |