BEESE FULMER INVESTMENT MANAGEMENT, INC. – Caterpillar Inc. Transaction History
BEESE FULMER INVESTMENT MANAGEMENT, INC. portfolio value:
$2.94M
portfolio value
BEESE FULMER INVESTMENT MANAGEMENT, INC. 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 | -2.08% | -382 shares | -332K | $164.08 | 17.95K |
| Q2 2022 | share | Decrease | -4.30% | -824 shares | -992K | $178.76 | 18.33K |
| Q1 2022 | share | Decrease | -3.47% | -688 shares | 166K | $222.82 | 19.15K |
| Q4 2021 | share | Increase | +2.21% | 429 shares | 376K | $206.08 | 19.84K |
| Q3 2021 | share | Decrease | -0.38% | -74 shares | -515K | $190.91 | 19.41K |
| Q2 2021 | share | Decrease | -1.26% | -249 shares | -335K | $215.26 | 19.49K |
| Q1 2021 | share | Decrease | -2.74% | -556 shares | 883K | $228.32 | 19.73K |
| Q4 2020 | share | Decrease | -0.09% | -19 shares | 664K | $178.29 | 20.29K |
| Q3 2020 | share | Decrease | -4.70% | -1.00K shares | 334K | $145.2 | 20.31K |
| Q2 2020 | share | Decrease | -4.37% | -973 shares | 110K | $122.23 | 21.31K |
| Q1 2020 | share | Decrease | -0.44% | -98 shares | -720K | $111.14 | 22.28K |
| Q4 2019 | share | Increase | +0.82% | 181 shares | 501K | $140.47 | 22.38K |
| Q3 2019 | share | Increase | +660.71% | 19.28K shares | 2.40M | $119.2 | 22.20K |
| Q2 2019 | share | Increase | +0.69% | 20 shares | 5K | $127.65 | 2.91K |
| Q1 2019 | share | Decrease | -0.85% | -25 shares | 21K | $126.15 | 2.89K |
| Q4 2018 | share | 0.00% | 0 shares | -74K | $117.57 | 2.92K | |
| Q3 2018 | share | Increase | +3.54% | 100 shares | 63K | $140.17 | 2.92K |
| Q2 2018 | share | 0.00% | 0 shares | -33K | $123.94 | 2.82K | |
| Q1 2018 | share | 0.00% | 0 shares | -29K | $133.96 | 2.82K | |
| Q4 2017 | share | 0.00% | 0 shares | 93K | $142.58 | 2.82K | |
| Q3 2017 | share | Increase | +4.63% | 125 shares | 62K | $112.17 | 2.82K |
| Q2 2017 | share | 0.00% | 0 shares | 40K | $95.96 | 2.69K | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $82.16 | 2.69K | |
| Q4 2016 | share | Decrease | -10.00% | -300 shares | -16K | $81.47 | 2.69K |
| Q3 2016 | share | Increase | 0.00% | 2.99K shares | 266K | $77.3 | 2.99K |