BAKER TILLY WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$681,000
portfolio value
BAKER TILLY 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 | -27.46% | -1.57K shares | -342K | $164.08 | 4.15K |
| Q2 2022 | share | Increase | +0.33% | 19 shares | -248K | $178.76 | 5.72K |
| Q1 2022 | share | Decrease | -2.13% | -124 shares | 67K | $222.82 | 5.70K |
| Q4 2021 | share | Increase | +43.92% | 1.77K shares | 427K | $206.08 | 5.82K |
| Q3 2021 | share | Decrease | -0.32% | -13 shares | -107K | $190.91 | 4.04K |
| Q2 2021 | share | Increase | +11.72% | 426 shares | 222K | $215.26 | 4.06K |
| Q4 2020 | share | Increase | 0.00% | 3.63K shares | 662K | $178.29 | 3.63K |