PBMARES WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$263,000
portfolio value
PBMARES 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 | -23K | $164.08 | 1.60K | |
| Q2 2022 | share | Increase | +9.58% | 140 shares | -40K | $178.76 | 1.60K |
| Q1 2022 | share | Increase | +5.79% | 80 shares | 40K | $222.82 | 1.46K |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $206.08 | 1.38K | |
| Q3 2021 | share | Increase | 0.00% | 1.38K shares | 265K | $190.91 | 1.38K |