CFM WEALTH PARTNERS LLC – Caterpillar Inc. Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$909,000
portfolio value
CFM WEALTH PARTNERS 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 | +1.84% | 100 shares | -64K | $164.08 | 5.54K |
| Q2 2022 | share | Increase | +0.63% | 34 shares | -232K | $178.76 | 5.44K |
| Q1 2022 | share | Increase | +1.88% | 100 shares | 106K | $222.82 | 5.40K |
| Q4 2021 | share | Decrease | -4.03% | -223 shares | 38K | $206.08 | 5.30K |
| Q3 2021 | share | Decrease | -6.62% | -392 shares | -228K | $190.91 | 5.53K |
| Q2 2021 | share | Increase | +3.26% | 187 shares | -41K | $215.26 | 5.92K |
| Q1 2021 | share | 0.00% | 0 shares | 286K | $228.32 | 5.73K | |
| Q4 2020 | share | Decrease | -4.32% | -259 shares | 150K | $178.29 | 5.73K |
| Q3 2020 | share | Decrease | -18.93% | -1.4K shares | -41K | $145.2 | 5.99K |
| Q2 2020 | share | Increase | +1.37% | 100 shares | 88K | $122.23 | 7.39K |
| Q1 2020 | share | Increase | +0.97% | 70 shares | -221K | $111.14 | 7.29K |
| Q4 2019 | share | Increase | 0.00% | 7.22K shares | 1.06M | $140.47 | 7.22K |