CONCORD WEALTH PARTNERS – Caterpillar Inc. Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$418,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -0.86% | -22 shares | -42K | $164.08 | 2.55K |
| Q2 2022 | share | Increase | +1.10% | 28 shares | -107K | $178.76 | 2.57K |
| Q1 2022 | share | Increase | +2.00% | 50 shares | 51K | $222.82 | 2.54K |
| Q4 2021 | share | Increase | +68.63% | 1.01K shares | 232K | $206.08 | 2.49K |
| Q3 2021 | share | Decrease | -16.49% | -292 shares | -101K | $190.91 | 1.47K |
| Q2 2021 | share | Decrease | -2.59% | -47 shares | -37K | $215.26 | 1.77K |
| Q1 2021 | share | Decrease | -2.62% | -49 shares | 82K | $228.32 | 1.81K |
| Q4 2020 | share | Increase | 0.00% | 1.86K shares | 340K | $178.29 | 1.86K |