HIGHMARK WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
HIGHMARK WEALTH MANAGEMENT LLC portfolio value:
$62,000
portfolio value
HIGHMARK 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 | -6K | $164.08 | 378 | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $178.76 | 378 | |
| Q1 2022 | share | 0.00% | 0 shares | 6K | $222.82 | 378 | |
| Q4 2021 | share | 0.00% | 0 shares | 6K | $206.08 | 378 | |
| Q3 2021 | share | Decrease | -3.32% | -13 shares | -16K | $190.91 | 378 |
| Q2 2021 | share | Decrease | -10.93% | -48 shares | -14K | $215.26 | 391 |
| Q1 2021 | share | Decrease | -1.57% | -7 shares | 21K | $228.32 | 439 |
| Q4 2020 | share | 0.00% | 0 shares | 23K | $178.29 | 446 | |
| Q3 2020 | share | Increase | +37.23% | 121 shares | 17K | $145.2 | 446 |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $122.23 | 325 | |
| Q1 2020 | share | Decrease | -19.55% | -79 shares | -22K | $111.14 | 325 |
| Q4 2019 | share | Increase | 0.00% | 404 shares | 59K | $140.47 | 404 |