OPES WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$437,000
portfolio value
OPES 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 | 0.00% | 0 shares | -40K | $164.08 | 2.66K | |
| Q2 2022 | share | 0.00% | 0 shares | -117K | $178.76 | 2.66K | |
| Q1 2022 | share | 0.00% | 0 shares | 43K | $222.82 | 2.66K | |
| Q4 2021 | share | 0.00% | 0 shares | 39K | $206.08 | 2.66K | |
| Q3 2021 | share | 0.00% | 0 shares | -68K | $190.91 | 2.66K | |
| Q2 2021 | share | 0.00% | 0 shares | -38K | $215.26 | 2.66K | |
| Q1 2021 | share | 0.00% | 0 shares | 133K | $228.32 | 2.66K | |
| Q4 2020 | share | 0.00% | 0 shares | 87K | $178.29 | 2.66K | |
| Q3 2020 | share | 0.00% | 0 shares | 61K | $145.2 | 2.66K | |
| Q2 2020 | share | 0.00% | 0 shares | 28K | $122.23 | 2.66K | |
| Q1 2020 | share | Increase | 0.00% | 2.66K shares | 309K | $111.14 | 2.66K |