KILEY JUERGENS WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$3.26M
portfolio value
KILEY JUERGENS 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 | -0.91% | -182 shares | -324K | $164.08 | 19.87K |
| Q2 2022 | share | Increase | +28.43% | 4.44K shares | 104K | $178.76 | 20.06K |
| Q1 2022 | share | Increase | +0.69% | 138 shares | 351K | $222.82 | 20.05K |
| Q4 2021 | share | Increase | +6.23% | 1.16K shares | 519K | $206.08 | 19.91K |
| Q3 2021 | share | Increase | +11.67% | 1.96K shares | -54K | $190.91 | 18.74K |
| Q2 2021 | share | Increase | +0.02% | 3 shares | -239K | $215.26 | 16.78K |
| Q1 2021 | share | Increase | +1.73% | 285 shares | 889K | $228.32 | 16.78K |
| Q4 2020 | share | Decrease | -2.09% | -353 shares | 490K | $178.29 | 16.50K |
| Q3 2020 | share | Decrease | -6.32% | -1.13K shares | 238K | $145.2 | 16.85K |
| Q2 2020 | share | Decrease | -1.74% | -319 shares | 151K | $122.23 | 17.99K |
| Q1 2020 | share | Increase | +13.88% | 2.23K shares | -250K | $111.14 | 18.31K |
| Q4 2019 | share | Decrease | -2.66% | -440 shares | 288K | $140.47 | 16.07K |
| Q3 2019 | share | Increase | +11.77% | 1.73K shares | 72K | $119.2 | 16.51K |
| Q2 2019 | share | Increase | +9.42% | 1.27K shares | 184K | $127.65 | 14.77K |
| Q1 2019 | share | Increase | +12.76% | 1.52K shares | 308K | $126.15 | 13.50K |
| Q4 2018 | share | Increase | +51.73% | 4.08K shares | 319K | $117.57 | 11.97K |
| Q3 2018 | share | Increase | +7.05% | 520 shares | 203K | $140.17 | 7.89K |
| Q2 2018 | share | Decrease | -2.30% | -174 shares | -112K | $123.94 | 7.37K |
| Q1 2018 | share | Decrease | -10.64% | -899 shares | -219K | $133.96 | 7.54K |
| Q4 2017 | share | Increase | 0.00% | 8.44K shares | 1.33M | $142.58 | 8.44K |