PERFROMANCE WEALTH PARTNERS, LLC – Caterpillar Inc. Transaction History
PERFROMANCE WEALTH PARTNERS, LLC portfolio value:
$1.69M
portfolio value
PERFROMANCE WEALTH PARTNERS, 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 | +8.63% | 820 shares | -5K | $164.08 | 10.32K |
| Q2 2022 | share | Increase | +4.38% | 399 shares | -329K | $178.76 | 9.50K |
| Q1 2022 | share | Increase | +22.05% | 1.64K shares | 486K | $222.82 | 9.10K |
| Q4 2021 | share | Increase | 0.00% | 7.45K shares | 1.54M | $206.08 | 7.45K |