IVC WEALTH ADVISORS LLC – Caterpillar Inc. Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$679,000
portfolio value
IVC 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 | Increase | +1.77% | 72 shares | -48K | $164.08 | 4.13K |
| Q2 2022 | share | Decrease | -0.56% | -23 shares | -184K | $178.76 | 4.06K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $222.82 | 3.99K | |
| Q4 2021 | share | Decrease | -2.80% | -115 shares | 37K | $206.08 | 3.99K |
| Q3 2021 | share | Increase | +4.47% | 176 shares | -67K | $190.91 | 4.11K |
| Q2 2021 | share | Increase | +1.31% | 51 shares | -44K | $215.26 | 3.93K |
| Q1 2021 | share | Increase | +1.73% | 66 shares | 205K | $228.32 | 3.88K |
| Q4 2020 | share | Increase | 0.00% | 3.81K shares | 695K | $178.29 | 3.81K |