IHT WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$1.34M
portfolio value
IHT 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 | +70.45% | 3.37K shares | 484K | $164.08 | 8.17K |
| Q2 2022 | share | Decrease | -1.15% | -56 shares | -224K | $178.76 | 4.79K |
| Q1 2022 | share | Increase | +2.34% | 111 shares | 101K | $222.82 | 4.85K |
| Q4 2021 | share | Increase | +6.02% | 269 shares | 121K | $206.08 | 4.74K |
| Q3 2021 | share | Decrease | -38.40% | -2.78K shares | -721K | $190.91 | 4.47K |
| Q2 2021 | share | Increase | +34.39% | 1.85K shares | 327K | $215.26 | 7.26K |
| Q1 2021 | share | Decrease | -0.74% | -40 shares | 262K | $228.32 | 5.40K |
| Q4 2020 | share | Increase | +19.39% | 884 shares | 311K | $178.29 | 5.44K |
| Q3 2020 | share | Increase | +4.40% | 192 shares | 128K | $145.2 | 4.55K |
| Q2 2020 | share | Decrease | -14.29% | -728 shares | -39K | $122.23 | 4.36K |
| Q1 2020 | share | Decrease | -7.36% | -405 shares | -221K | $111.14 | 5.09K |
| Q4 2019 | share | Increase | +9.87% | 494 shares | 171K | $140.47 | 5.49K |
| Q3 2019 | share | Increase | +8.19% | 379 shares | 10K | $119.2 | 5.00K |
| Q2 2019 | share | Increase | +13.27% | 542 shares | 78K | $127.65 | 4.62K |
| Q1 2019 | share | Increase | +8.73% | 328 shares | 76K | $126.15 | 4.08K |
| Q4 2018 | share | Decrease | -12.00% | -512 shares | -174K | $117.57 | 3.75K |
| Q3 2018 | share | Increase | +45.72% | 1.33K shares | 254K | $140.17 | 4.26K |
| Q2 2018 | share | Decrease | -1.41% | -42 shares | -30K | $123.94 | 2.92K |
| Q1 2018 | share | Decrease | -3.82% | -118 shares | -86K | $133.96 | 2.97K |
| Q4 2017 | share | Increase | +17.23% | 454 shares | 179K | $142.58 | 3.08K |
| Q3 2017 | share | Decrease | -25.04% | -880 shares | 330K | $112.17 | 2.63K |
| Q2 2017 | share | Increase | +45.61% | 1.10K shares | -224K | $95.96 | 3.51K |
| Q1 2017 | share | Decrease | -0.33% | -8 shares | 0 | $82.16 | 2.41K |
| Q4 2016 | share | Increase | 0.00% | 2.42K shares | 228K | $81.47 | 2.42K |