MARCUM WEALTH, LLC – Caterpillar Inc. Transaction History
MARCUM WEALTH, LLC portfolio value:
$371,000
portfolio value
MARCUM 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 | Increase | +3.96% | 86 shares | -17K | $164.08 | 2.25K |
| Q2 2022 | share | Increase | +1.35% | 29 shares | -90K | $178.76 | 2.17K |
| Q1 2022 | share | Decrease | -10.18% | -243 shares | -15K | $222.82 | 2.14K |
| Q4 2021 | share | Decrease | -18.01% | -524 shares | -66K | $206.08 | 2.38K |
| Q3 2021 | share | Increase | +85.94% | 1.34K shares | 218K | $190.91 | 2.91K |
| Q2 2021 | share | Decrease | -38.87% | -995 shares | -253K | $215.26 | 1.56K |
| Q1 2021 | share | Increase | 0.00% | 2.56K shares | 594K | $228.32 | 2.56K |
| Q4 2020 | share | Increase | +1.39% | 19 shares | 48K | $178.29 | 1.38K |
| Q3 2020 | share | Increase | 0.00% | 1.36K shares | 204K | $145.2 | 1.36K |