AXXCESS WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
AXXCESS WEALTH MANAGEMENT, LLC portfolio value:
$1.43M
portfolio value
AXXCESS WEALTH MANAGEMENT, 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 | -19.99% | -2.18K shares | -520K | $164.08 | 8.74K |
| Q2 2022 | share | Increase | +29.62% | 2.49K shares | 75K | $178.76 | 10.92K |
| Q1 2022 | share | Decrease | -16.72% | -1.69K shares | -215K | $222.82 | 8.43K |
| Q4 2021 | share | Increase | 0.00% | 10.12K shares | 2.09M | $206.08 | 10.12K |