MBM WEALTH CONSULTANTS, LLC – Caterpillar Inc. Transaction History
MBM WEALTH CONSULTANTS, LLC portfolio value:
$30,000
portfolio value
MBM WEALTH CONSULTANTS, 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 | +13.55% | 21 shares | 2K | $164.08 | 176 |
| Q2 2022 | share | Decrease | -13.89% | -25 shares | -12K | $178.76 | 155 |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $222.82 | 180 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $206.08 | 180 | |
| Q3 2021 | share | Increase | +16.13% | 25 shares | 1K | $190.91 | 180 |
| Q2 2021 | share | 0.00% | 0 shares | -2K | $215.26 | 155 | |
| Q1 2021 | share | 0.00% | 0 shares | 8K | $228.32 | 155 | |
| Q4 2020 | share | Decrease | -51.56% | -165 shares | -20K | $178.29 | 155 |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $145.2 | 320 | |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $122.23 | 320 | |
| Q1 2020 | share | 0.00% | 0 shares | -10K | $111.14 | 320 | |
| Q4 2019 | share | Increase | 0.00% | 320 shares | 47K | $140.47 | 320 |