TRINITYPOINT WEALTH, LLC – Caterpillar Inc. Transaction History
TRINITYPOINT WEALTH, LLC portfolio value:
$286,000
portfolio value
TRINITYPOINT WEALTH, 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 | -2.36% | -42 shares | -33K | $164.08 | 1.74K |
| Q2 2022 | share | Decrease | -21.66% | -493 shares | -188K | $178.76 | 1.78K |
| Q1 2022 | share | Increase | +21.84% | 408 shares | 121K | $222.82 | 2.27K |
| Q4 2021 | share | Decrease | -0.69% | -13 shares | 25K | $206.08 | 1.86K |
| Q3 2021 | share | Increase | 0.00% | 1.88K shares | 361K | $190.91 | 1.88K |
| Q2 2021 | share | Decrease | -100.00% | -8.91K shares | -2.06M | $215.26 | 0 |
| Q1 2021 | share | Decrease | -1.95% | -177 shares | 365K | $228.32 | 8.91K |
| Q4 2020 | share | Decrease | -11.46% | -1.17K shares | 171K | $178.29 | 9.09K |
| Q3 2020 | share | Increase | +0.33% | 34 shares | 237K | $145.2 | 10.26K |
| Q2 2020 | share | Decrease | -0.63% | -65 shares | 99K | $122.23 | 10.23K |
| Q1 2020 | share | Increase | 0.00% | 10.29K shares | 1.19M | $111.14 | 10.29K |