WEALTH EFFECTS LLC – Caterpillar Inc. Transaction History
WEALTH EFFECTS LLC portfolio value:
$511,000
portfolio value
WEALTH EFFECTS 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 | Increase | +0.35% | 11 shares | -44K | $164.08 | 3.11K |
| Q2 2022 | share | Increase | +8.99% | 256 shares | -80K | $178.76 | 3.10K |
| Q1 2022 | share | Increase | +13.56% | 340 shares | 117K | $222.82 | 2.84K |
| Q4 2021 | share | Increase | 0.00% | 2.50K shares | 518K | $206.08 | 2.50K |