STEEL PEAK WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$2.36M
portfolio value
STEEL PEAK 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 | Decrease | -72.70% | -38.33K shares | -7.06M | $164.08 | 14.39K |
| Q2 2022 | share | Increase | +44.57% | 16.25K shares | 1.29M | $178.76 | 52.72K |
| Q1 2022 | share | Increase | +261.67% | 26.38K shares | 6.04M | $222.82 | 36.46K |
| Q4 2021 | share | Decrease | -2.32% | -239 shares | 102K | $206.08 | 10.08K |
| Q3 2021 | share | Decrease | -72.72% | -27.51K shares | -6.25M | $190.91 | 10.32K |
| Q2 2021 | share | Increase | +2.71% | 997 shares | -307K | $215.26 | 37.83K |
| Q1 2021 | share | Decrease | -17.68% | -7.91K shares | 396K | $228.32 | 36.84K |
| Q4 2020 | share | Increase | +28.13% | 9.82K shares | 2.93M | $178.29 | 44.75K |
| Q3 2020 | share | Decrease | -29.49% | -14.61K shares | -1.05M | $145.2 | 34.92K |
| Q2 2020 | share | Increase | +13.06% | 5.72K shares | 1.18M | $122.23 | 49.53K |
| Q1 2020 | share | Increase | +7.36% | 3.00K shares | -943K | $111.14 | 43.81K |
| Q4 2019 | share | Increase | 0.00% | 40.81K shares | 6.02M | $140.47 | 40.81K |