CONGRESS WEALTH MANAGEMENT LLC / DE / – Caterpillar Inc. Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$16.21M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / 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 | +5.37% | 5.03K shares | -552K | $164.08 | 98.79K |
| Q2 2022 | share | Decrease | -0.91% | -863 shares | -4.32M | $178.76 | 93.76K |
| Q1 2022 | share | Increase | +20.56% | 16.13K shares | 4.85M | $222.82 | 94.62K |
| Q4 2021 | share | Increase | 0.00% | 78.49K shares | 16.22M | $206.08 | 78.49K |