SELECTIVE WEALTH MANAGEMENT, INC. – Caterpillar Inc. Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$207,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, 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 | +0.72% | 9 shares | -16K | $164.08 | 1.25K |
| Q2 2022 | share | 0.00% | 0 shares | -56K | $178.76 | 1.25K | |
| Q1 2022 | share | Decrease | -13.79% | -200 shares | -21K | $222.82 | 1.25K |
| Q4 2021 | share | Decrease | -6.45% | -100 shares | 2K | $206.08 | 1.45K |
| Q3 2021 | share | Increase | +14.81% | 200 shares | 4K | $190.91 | 1.55K |
| Q2 2021 | share | Increase | +28.57% | 300 shares | 51K | $215.26 | 1.35K |
| Q1 2021 | share | 0.00% | 0 shares | 52K | $228.32 | 1.05K | |
| Q4 2020 | share | 0.00% | 0 shares | 34K | $178.29 | 1.05K | |
| Q3 2020 | share | Decrease | -5.32% | -59 shares | 16K | $145.2 | 1.05K |
| Q2 2020 | share | 0.00% | 0 shares | 12K | $122.23 | 1.10K | |
| Q1 2020 | share | 0.00% | 0 shares | -35K | $111.14 | 1.10K | |
| Q4 2019 | share | 0.00% | 0 shares | 24K | $140.47 | 1.10K | |
| Q3 2019 | share | Increase | 0.00% | 1.10K shares | 140K | $119.2 | 1.10K |
| Q3 2018 | share | Increase | 0.00% | 1K shares | 152K | $140.17 | 1K |