9258 WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$543,000
portfolio value
9258 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 | Increase | +12.09% | 357 shares | 15K | $164.08 | 3.31K |
| Q2 2022 | share | Increase | +10.35% | 277 shares | -68K | $178.76 | 2.95K |
| Q1 2022 | share | Increase | +10.35% | 251 shares | 95K | $222.82 | 2.67K |
| Q4 2021 | share | Decrease | -3.85% | -97 shares | 17K | $206.08 | 2.42K |
| Q3 2021 | share | Decrease | -0.86% | -22 shares | -70K | $190.91 | 2.52K |
| Q2 2021 | share | Increase | +0.20% | 5 shares | -35K | $215.26 | 2.54K |
| Q1 2021 | share | Increase | +0.67% | 17 shares | 130K | $228.32 | 2.53K |
| Q4 2020 | share | Increase | +0.04% | 1 shares | 63K | $178.29 | 2.52K |
| Q3 2020 | share | Increase | +7.05% | 166 shares | 98K | $145.2 | 2.52K |
| Q2 2020 | share | Decrease | -4.19% | -103 shares | 15K | $122.23 | 2.35K |
| Q1 2020 | share | Increase | +4.73% | 111 shares | -64K | $111.14 | 2.45K |
| Q4 2019 | share | Increase | +43.99% | 717 shares | 141K | $140.47 | 2.34K |
| Q3 2019 | share | Decrease | -13.85% | -262 shares | -52K | $119.2 | 1.63K |
| Q2 2019 | share | Decrease | -5.92% | -119 shares | -14K | $127.65 | 1.89K |
| Q1 2019 | share | Increase | +0.05% | 1 shares | 17K | $126.15 | 2.01K |
| Q4 2018 | share | Increase | 0.00% | 2.01K shares | 255K | $117.57 | 2.01K |