WESTERN WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
WESTERN WEALTH MANAGEMENT, LLC portfolio value:
$1.66M
portfolio value
WESTERN 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 | +7.97% | 695 shares | 108K | $164.08 | 9.41K |
| Q2 2022 | share | Decrease | -2.53% | -226 shares | -439K | $178.76 | 8.71K |
| Q1 2022 | share | Increase | +142.92% | 5.26K shares | 1.23M | $222.82 | 8.94K |
| Q4 2021 | share | Decrease | -47.60% | -3.34K shares | -766K | $206.08 | 3.68K |
| Q2 2021 | share | Increase | +97.28% | 3.46K shares | 703K | $215.26 | 7.02K |
| Q1 2021 | share | Increase | +12.23% | 388 shares | 248K | $228.32 | 3.56K |
| Q4 2020 | share | Decrease | -14.64% | -544 shares | 23K | $178.29 | 3.17K |
| Q3 2020 | share | Decrease | -0.61% | -23 shares | 76K | $145.2 | 3.71K |
| Q2 2020 | share | Increase | +12.31% | 410 shares | 88K | $122.23 | 3.74K |
| Q1 2020 | share | Increase | +12.27% | 364 shares | -47K | $111.14 | 3.33K |
| Q4 2019 | share | Decrease | -28.44% | -1.17K shares | -84K | $140.47 | 2.96K |
| Q3 2019 | share | Increase | +13.59% | 496 shares | 25K | $119.2 | 4.14K |
| Q2 2019 | share | Decrease | -28.34% | -1.44K shares | -196K | $127.65 | 3.64K |
| Q1 2019 | share | Decrease | -7.52% | -414 shares | -9K | $126.15 | 5.09K |
| Q4 2018 | share | Increase | 0.00% | 5.50K shares | 702K | $117.57 | 5.50K |