PINNACLE WEALTH PLANNING SERVICES, INC. – Caterpillar Inc. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$636,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | +20.63% | 663 shares | 62K | $164.08 | 3.87K |
| Q2 2022 | share | Decrease | -19.80% | -793 shares | -319K | $178.76 | 3.21K |
| Q1 2022 | share | Increase | +3.89% | 150 shares | 95K | $222.82 | 4.00K |
| Q4 2021 | share | Increase | +12.22% | 420 shares | 138K | $206.08 | 3.85K |
| Q3 2021 | share | Increase | +2.66% | 89 shares | -68K | $190.91 | 3.43K |
| Q2 2021 | share | 0.00% | 0 shares | -48K | $215.26 | 3.34K | |
| Q1 2021 | share | Increase | +5.28% | 168 shares | 197K | $228.32 | 3.34K |
| Q4 2020 | share | Increase | +1.96% | 61 shares | 114K | $178.29 | 3.17K |
| Q3 2020 | share | Increase | +1.30% | 40 shares | 76K | $145.2 | 3.11K |
| Q2 2020 | share | Increase | +20.80% | 530 shares | 94K | $122.23 | 3.07K |
| Q1 2020 | share | Decrease | -13.95% | -413 shares | -142K | $111.14 | 2.54K |
| Q4 2019 | share | Increase | +47.09% | 948 shares | 183K | $140.47 | 2.96K |
| Q3 2019 | share | Increase | +37.13% | 545 shares | 54K | $119.2 | 2.01K |
| Q2 2019 | share | Increase | 0.00% | 1.46K shares | 200K | $127.65 | 1.46K |
| Q4 2018 | share | Decrease | -100.00% | -1.47K shares | -225K | $117.57 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.47K shares | 225K | $140.17 | 1.47K |