LIVE OAK PRIVATE WEALTH LLC – Caterpillar Inc. Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
$653,000
portfolio value
LIVE OAK PRIVATE 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 | 0.00% | 0 shares | -59K | $164.08 | 3.98K | |
| Q2 2022 | share | Increase | +29.21% | 900 shares | 25K | $178.76 | 3.98K |
| Q1 2022 | share | Increase | +4.26% | 126 shares | 76K | $222.82 | 3.08K |
| Q4 2021 | share | Decrease | -0.14% | -4 shares | 43K | $206.08 | 2.95K |
| Q3 2021 | share | 0.00% | 0 shares | -76K | $190.91 | 2.95K | |
| Q2 2021 | share | 0.00% | 0 shares | -42K | $215.26 | 2.95K | |
| Q1 2021 | share | Decrease | -2.63% | -80 shares | 133K | $228.32 | 2.95K |
| Q4 2020 | share | Increase | 0.00% | 3.03K shares | 553K | $178.29 | 3.03K |