MONTZ HARCUS WEALTH MANAGEMENT LLC – Caterpillar Inc. Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$291,000
portfolio value
MONTZ HARCUS 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 | Increase | +9.37% | 152 shares | 1K | $164.08 | 1.77K |
| Q2 2022 | share | Increase | +0.56% | 9 shares | -69K | $178.76 | 1.62K |
| Q1 2022 | share | Increase | +49.35% | 533 shares | 136K | $222.82 | 1.61K |
| Q4 2021 | share | Increase | 0.00% | 1.08K shares | 223K | $206.08 | 1.08K |