REGENT PEAK WEALTH ADVISORS LLC – Caterpillar Inc. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$267,000
portfolio value
REGENT PEAK WEALTH ADVISORS 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 | -2.16% | -36 shares | -31K | $164.08 | 1.63K |
| Q2 2022 | share | Increase | +1.46% | 24 shares | -68K | $178.76 | 1.66K |
| Q1 2022 | share | Increase | +3.59% | 57 shares | 38K | $222.82 | 1.64K |
| Q4 2021 | share | Increase | +0.63% | 10 shares | 25K | $206.08 | 1.58K |
| Q3 2021 | share | Decrease | -0.44% | -7 shares | -24K | $190.91 | 1.57K |
| Q2 2021 | share | Increase | +8.05% | 118 shares | -12K | $215.26 | 1.58K |
| Q1 2021 | share | Increase | +3.90% | 55 shares | 82K | $228.32 | 1.46K |
| Q4 2020 | share | Increase | +2.92% | 40 shares | 53K | $178.29 | 1.41K |
| Q3 2020 | share | Increase | 0.00% | 1.37K shares | 204K | $145.2 | 1.37K |