PRESTIGE WEALTH MANAGEMENT GROUP LLC – Caterpillar Inc. Transaction History
PRESTIGE WEALTH MANAGEMENT GROUP LLC portfolio value:
$373,000
portfolio value
PRESTIGE WEALTH MANAGEMENT GROUP 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 | +7.87% | 166 shares | -4K | $164.08 | 2.27K |
| Q2 2022 | share | Increase | +19.49% | 344 shares | -16K | $178.76 | 2.10K |
| Q1 2022 | share | Increase | +3.70% | 63 shares | 41K | $222.82 | 1.76K |
| Q4 2021 | share | Increase | +3.84% | 63 shares | 37K | $206.08 | 1.70K |
| Q3 2021 | share | Increase | +10.74% | 159 shares | -7K | $190.91 | 1.63K |
| Q2 2021 | share | Decrease | -3.46% | -53 shares | -33K | $215.26 | 1.48K |
| Q1 2021 | share | Increase | +5.36% | 78 shares | 90K | $228.32 | 1.53K |
| Q4 2020 | share | Increase | +17.15% | 213 shares | 80K | $178.29 | 1.45K |
| Q3 2020 | share | Increase | +21.88% | 223 shares | 56K | $145.2 | 1.24K |
| Q2 2020 | share | Increase | +189.49% | 667 shares | 88K | $122.23 | 1.01K |
| Q1 2020 | share | Increase | +76.00% | 152 shares | 11K | $111.14 | 352 |
| Q4 2019 | share | 0.00% | 0 shares | 5K | $140.47 | 200 | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $127.65 | 200 | |
| Q1 2019 | share | Decrease | -51.57% | -213 shares | -25K | $126.15 | 200 |
| Q4 2018 | share | Increase | 0.00% | 413 shares | 52K | $117.57 | 413 |