LEGACY WEALTH PLANNING, LLC – Caterpillar Inc. Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$0
portfolio value
LEGACY WEALTH PLANNING, 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 | -100.00% | -1.16K shares | -209K | $164.08 | 0 |
| Q2 2022 | share | Increase | +10.92% | 115 shares | -26K | $178.76 | 1.16K |
| Q1 2022 | share | Increase | +6.47% | 64 shares | 30K | $222.82 | 1.05K |
| Q4 2021 | share | Increase | 0.00% | 989 shares | 205K | $206.08 | 989 |
| Q3 2021 | share | Decrease | -100.00% | -951 shares | -207K | $190.91 | 0 |
| Q2 2021 | share | Increase | +5.55% | 50 shares | -2K | $215.26 | 951 |
| Q1 2021 | share | Increase | 0.00% | 901 shares | 209K | $228.32 | 901 |