GUARDIAN WEALTH ADVISORS, LLC / NC – Caterpillar Inc. Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$317,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC 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 | +30.83% | 455 shares | 53K | $164.08 | 1.93K |
Q2 2022 | share | Decrease | -13.84% | -237 shares | -118K | $178.76 | 1.47K |
Q1 2022 | share | Increase | 0.00% | 1.71K shares | 382K | $222.82 | 1.71K |