WMG FINANCIAL ADVISORS, LLC – Caterpillar Inc. Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$248,000
portfolio value
WMG FINANCIAL ADVISORS, 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 | -9.43% | -158 shares | -52K | $164.08 | 1.51K |
| Q2 2022 | share | Decrease | -3.40% | -59 shares | -88K | $178.76 | 1.67K |
| Q1 2022 | share | Increase | 0.00% | 1.73K shares | 387K | $222.82 | 1.73K |