LEGACY WEALTH ASSET MANAGEMENT, LLC – Caterpillar Inc. Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$556,000
portfolio value
LEGACY WEALTH ASSET 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 | -33.29% | -1.69K shares | -351K | $164.08 | 3.38K |
| Q2 2022 | share | 0.00% | 0 shares | -224K | $178.76 | 5.07K | |
| Q1 2022 | share | Increase | +1.66% | 83 shares | 99K | $222.82 | 5.07K |
| Q4 2021 | share | Increase | +2.61% | 127 shares | 98K | $206.08 | 4.99K |
| Q3 2021 | share | Increase | +0.41% | 20 shares | -121K | $190.91 | 4.86K |
| Q2 2021 | share | Decrease | -2.59% | -129 shares | -99K | $215.26 | 4.84K |
| Q1 2021 | share | Increase | +0.08% | 4 shares | 249K | $228.32 | 4.97K |
| Q4 2020 | share | Increase | 0.00% | 4.97K shares | 905K | $178.29 | 4.97K |