TRADITION WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$274,000
portfolio value
TRADITION 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 | Increase | +12.97% | 192 shares | 9K | $164.08 | 1.67K |
| Q2 2022 | share | Increase | +1.93% | 28 shares | -59K | $178.76 | 1.48K |
| Q1 2022 | share | Decrease | -6.14% | -95 shares | 4K | $222.82 | 1.45K |
| Q4 2021 | share | Decrease | -10.99% | -191 shares | -14K | $206.08 | 1.54K |
| Q3 2021 | share | Increase | +1.28% | 22 shares | -39K | $190.91 | 1.73K |
| Q2 2021 | share | Increase | +19.92% | 285 shares | 41K | $215.26 | 1.71K |
| Q1 2021 | share | Increase | +2.95% | 41 shares | 79K | $228.32 | 1.43K |
| Q4 2020 | share | Increase | 0.00% | 1.39K shares | 253K | $178.29 | 1.39K |