1900 WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
1900 WEALTH MANAGEMENT LLC portfolio value:
$571,000
portfolio value
1900 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 | -51K | $164.08 | 3.48K | |
| Q2 2022 | share | Decrease | -6.07% | -225 shares | -204K | $178.76 | 3.48K |
| Q1 2022 | share | 0.00% | 0 shares | 60K | $222.82 | 3.70K | |
| Q4 2021 | share | Decrease | -0.03% | -1 shares | 55K | $206.08 | 3.70K |
| Q3 2021 | share | 0.00% | 0 shares | -96K | $190.91 | 3.70K | |
| Q2 2021 | share | Increase | 0.00% | 3.70K shares | 807K | $215.26 | 3.70K |
| Q1 2021 | share | Increase | +3.90% | 133 shares | 201K | $228.32 | 3.54K |
| Q4 2020 | share | Increase | 0.00% | 3.41K shares | 621K | $178.29 | 3.41K |