ACCURATE WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
ACCURATE WEALTH MANAGEMENT, LLC portfolio value:
$460,000
portfolio value
ACCURATE 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 | -11.42% | -330 shares | -59K | $164.08 | 2.56K |
| Q2 2022 | share | Increase | +3.21% | 90 shares | -105K | $178.76 | 2.89K |
| Q1 2022 | share | Increase | +16.13% | 389 shares | 132K | $222.82 | 2.8K |
| Q4 2021 | share | Increase | +2.64% | 62 shares | 35K | $206.08 | 2.41K |
| Q3 2021 | share | Increase | +9.31% | 200 shares | -11K | $190.91 | 2.34K |
| Q2 2021 | share | Increase | 0.00% | 2.14K shares | 468K | $215.26 | 2.14K |