WAGNER WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
WAGNER WEALTH MANAGEMENT, LLC portfolio value:
$45,000
portfolio value
WAGNER 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 | -29.27% | -113 shares | -24K | $164.08 | 273 |
| Q2 2022 | share | Increase | 0.00% | 386 shares | 69K | $178.76 | 386 |
| Q1 2022 | share | Decrease | -100.00% | -375 shares | -78K | $222.82 | 0 |
| Q3 2021 | share | Decrease | -66.23% | -300 shares | -68K | $190.91 | 153 |
| Q2 2021 | share | Increase | +196.08% | 300 shares | 64K | $215.26 | 453 |
| Q1 2021 | share | Increase | 0.00% | 153 shares | 35K | $228.32 | 153 |
| Q4 2020 | share | Decrease | -100.00% | -155 shares | -24K | $178.29 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | 3K | $140.17 | 155 | |
| Q2 2018 | share | Increase | 0.00% | 155 shares | 21K | $123.94 | 155 |