MARKS GROUP WEALTH MANAGEMENT, INC – Caterpillar Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$287,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | -12.38% | -247 shares | -70K | $164.08 | 1.74K |
| Q2 2022 | share | Increase | +2.62% | 51 shares | -76K | $178.76 | 1.99K |
| Q1 2022 | share | Increase | +8.60% | 154 shares | 65K | $222.82 | 1.94K |
| Q4 2021 | share | Increase | +63.92% | 698 shares | 158K | $206.08 | 1.79K |
| Q3 2021 | share | Increase | 0.00% | 1.09K shares | 210K | $190.91 | 1.09K |
| Q2 2021 | share | Decrease | -100.00% | -945 shares | -215K | $215.26 | 0 |
| Q1 2021 | share | Decrease | -50.86% | -978 shares | -135K | $228.32 | 945 |
| Q4 2020 | share | Decrease | -13.26% | -294 shares | 19K | $178.29 | 1.92K |
| Q3 2020 | share | Increase | +1.88% | 41 shares | 56K | $145.2 | 2.21K |
| Q2 2020 | share | Increase | 0.00% | 2.17K shares | 275K | $122.23 | 2.17K |