MATTERN WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
$1.02M
portfolio value
MATTERN 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 | Increase | +0.16% | 10 shares | -90K | $164.08 | 6.23K |
| Q2 2022 | share | 0.00% | 0 shares | -274K | $178.76 | 6.22K | |
| Q1 2022 | share | Decrease | -0.10% | -6 shares | 99K | $222.82 | 6.22K |
| Q4 2021 | share | Decrease | -1.58% | -100 shares | 73K | $206.08 | 6.23K |
| Q3 2021 | share | Increase | +0.09% | 6 shares | -100K | $190.91 | 6.33K |
| Q2 2021 | share | Decrease | -2.32% | -150 shares | -186K | $215.26 | 6.32K |
| Q1 2021 | share | Increase | +1.57% | 100 shares | 341K | $228.32 | 6.47K |
| Q4 2020 | share | Increase | +6.13% | 368 shares | 264K | $178.29 | 6.37K |
| Q3 2020 | share | Decrease | -0.41% | -25 shares | 133K | $145.2 | 6.00K |
| Q2 2020 | share | Increase | +13.13% | 700 shares | 144K | $122.23 | 6.03K |
| Q1 2020 | share | Increase | +12.68% | 600 shares | -80K | $111.14 | 5.33K |
| Q4 2019 | share | Increase | 0.00% | 4.73K shares | 699K | $140.47 | 4.73K |