SMITH SHELLNUT WILSON LLC /ADV – Caterpillar Inc. Transaction History
SMITH SHELLNUT WILSON LLC /ADV portfolio value:
$253,000
portfolio value
SMITH SHELLNUT WILSON LLC /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 | +2.05% | 31 shares | -17K | $164.08 | 1.54K |
| Q2 2022 | share | Decrease | -4.24% | -67 shares | -82K | $178.76 | 1.51K |
| Q1 2022 | share | Increase | +2.86% | 44 shares | 34K | $222.82 | 1.58K |
| Q4 2021 | share | Increase | +2.61% | 39 shares | 31K | $206.08 | 1.53K |
| Q3 2021 | share | Increase | +17.78% | 226 shares | 10K | $190.91 | 1.49K |
| Q2 2021 | share | 0.00% | 0 shares | -18K | $215.26 | 1.27K | |
| Q1 2021 | share | Increase | +5.65% | 68 shares | 76K | $228.32 | 1.27K |
| Q4 2020 | share | Decrease | -23.08% | -361 shares | -14K | $178.29 | 1.20K |
| Q3 2020 | share | Increase | 0.00% | 1.56K shares | 233K | $145.2 | 1.56K |