CREATIVE FINANCIAL DESIGNS INC /ADV – Caterpillar Inc. Transaction History
CREATIVE FINANCIAL DESIGNS INC /ADV portfolio value:
$4.11M
portfolio value
CREATIVE FINANCIAL DESIGNS INC /ADV 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 | +0.72% | 178 shares | -336K | $164.08 | 25.07K |
| Q2 2022 | share | Increase | +2.54% | 616 shares | -959K | $178.76 | 24.89K |
| Q1 2022 | share | Decrease | -6.68% | -1.73K shares | 30K | $222.82 | 24.27K |
| Q4 2021 | share | Increase | +406.64% | 20.88K shares | 4.39M | $206.08 | 26.01K |
| Q3 2021 | share | Increase | +8.91% | 420 shares | -40K | $190.91 | 5.13K |
| Q2 2021 | share | Increase | +4.20% | 190 shares | -23K | $215.26 | 4.71K |
| Q1 2021 | share | Increase | +1.34% | 60 shares | 236K | $228.32 | 4.52K |
| Q4 2020 | share | Increase | +605.37% | 3.83K shares | 719K | $178.29 | 4.46K |
| Q2 2020 | share | Increase | +62.46% | 203 shares | 29K | $122.23 | 528 |
| Q1 2020 | share | 0.00% | 0 shares | -11K | $111.14 | 325 | |
| Q4 2019 | share | 0.00% | 0 shares | 10K | $140.47 | 325 | |
| Q3 2019 | share | Increase | +6.21% | 19 shares | -2K | $119.2 | 325 |
| Q2 2019 | share | Decrease | -7.27% | -24 shares | -4K | $127.65 | 306 |
| Q1 2019 | share | Increase | +17.44% | 49 shares | 9K | $126.15 | 330 |
| Q4 2018 | share | Decrease | -10.79% | -34 shares | -12K | $117.57 | 281 |
| Q3 2018 | share | Decrease | -1.25% | -4 shares | 5K | $140.17 | 315 |
| Q2 2018 | share | Decrease | -23.87% | -100 shares | -19K | $123.94 | 319 |
| Q1 2018 | share | Decrease | -58.18% | -583 shares | -96K | $133.96 | 419 |
| Q4 2017 | share | Decrease | -85.24% | -5.78K shares | -689K | $142.58 | 1.00K |
| Q3 2017 | share | Decrease | -0.04% | -3 shares | 117K | $112.17 | 6.79K |
| Q2 2017 | share | Decrease | -0.64% | -44 shares | 96K | $95.96 | 6.79K |
| Q1 2017 | share | Decrease | -31.79% | -3.18K shares | -296K | $82.16 | 6.83K |
| Q4 2016 | share | Increase | 0.00% | 10.02K shares | 930K | $81.47 | 10.02K |