PRINCIPLE WEALTH PARTNERS LLC – Caterpillar Inc. Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$4.01M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +12.72% | 2.76K shares | 135K | $164.08 | 24.49K |
| Q2 2022 | share | Increase | +3.83% | 801 shares | -779K | $178.76 | 21.73K |
| Q1 2022 | share | Decrease | -1.89% | -403 shares | 253K | $222.82 | 20.92K |
| Q4 2021 | share | Increase | +3.78% | 777 shares | 464K | $206.08 | 21.33K |
| Q3 2021 | share | Increase | +6.35% | 1.22K shares | -260K | $190.91 | 20.55K |
| Q2 2021 | share | Decrease | -8.75% | -1.85K shares | -705K | $215.26 | 19.32K |
| Q1 2021 | share | Increase | +2.52% | 521 shares | 1.15M | $228.32 | 21.18K |
| Q4 2020 | share | Increase | 0.00% | 20.66K shares | 3.76M | $178.29 | 20.66K |
| Q3 2020 | share | Decrease | -100.00% | -228 shares | -29K | $145.2 | 0 |
| Q2 2020 | share | Increase | 0.00% | 228 shares | 29K | $122.23 | 228 |