RIDGECREST WEALTH PARTNERS, LLC – Caterpillar Inc. Transaction History
RIDGECREST WEALTH PARTNERS, LLC portfolio value:
$365,000
portfolio value
RIDGECREST WEALTH PARTNERS, 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 | 0.00% | 0 shares | -33K | $164.08 | 2.22K | |
| Q2 2022 | share | Increase | +4.70% | 100 shares | -76K | $178.76 | 2.22K |
| Q1 2022 | share | Decrease | -3.49% | -77 shares | 18K | $222.82 | 2.12K |
| Q4 2021 | share | Increase | +3.62% | 77 shares | 48K | $206.08 | 2.20K |
| Q3 2021 | share | Increase | +73.35% | 900 shares | 141K | $190.91 | 2.12K |
| Q2 2021 | share | Increase | +29.16% | 277 shares | 47K | $215.26 | 1.22K |
| Q1 2021 | share | Increase | 0.00% | 950 shares | 220K | $228.32 | 950 |