JEPPSON WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$297,000
portfolio value
JEPPSON 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 | Decrease | -4.79% | -91 shares | -43K | $164.08 | 1.81K |
| Q2 2022 | share | Increase | 0.00% | 1.90K shares | 340K | $178.76 | 1.90K |
| Q4 2020 | share | Decrease | -100.00% | -622 shares | -93K | $178.29 | 0 |
| Q3 2020 | share | Increase | 0.00% | 622 shares | 93K | $145.2 | 622 |