AVANTAX PLANNING PARTNERS, INC. – Caterpillar Inc. Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$1.11M
portfolio value
AVANTAX PLANNING PARTNERS, 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 | -61.66% | -10.91K shares | -2.05M | $164.08 | 6.78K |
| Q2 2022 | share | Decrease | -1.92% | -347 shares | -857K | $178.76 | 17.69K |
| Q1 2022 | share | Decrease | -1.71% | -313 shares | 225K | $222.82 | 18.04K |
| Q4 2021 | share | Increase | +3.07% | 546 shares | 376K | $206.08 | 18.35K |
| Q3 2021 | share | Increase | +0.58% | 102 shares | -435K | $190.91 | 17.80K |
| Q2 2021 | share | Decrease | -4.12% | -760 shares | -428K | $215.26 | 17.70K |
| Q1 2021 | share | Increase | +1.70% | 309 shares | 977K | $228.32 | 18.46K |
| Q4 2020 | share | Increase | 0.00% | 18.15K shares | 3.30M | $178.29 | 18.15K |
| Q4 2018 | share | Increase | +315.95% | 13.96K shares | 1.66M | $117.57 | 18.38K |
| Q3 2018 | share | Increase | +6.20% | 258 shares | 109K | $140.17 | 4.42K |
| Q2 2018 | share | Decrease | -5.60% | -247 shares | -84K | $123.94 | 4.16K |
| Q1 2018 | share | Decrease | -47.19% | -3.94K shares | -667K | $133.96 | 4.41K |
| Q4 2017 | share | Decrease | -25.17% | -2.80K shares | -76K | $142.58 | 8.35K |
| Q3 2017 | share | Decrease | -22.14% | -3.17K shares | -148K | $112.17 | 11.15K |
| Q2 2017 | share | Increase | +44.38% | 4.40K shares | 619K | $95.96 | 14.33K |
| Q1 2017 | share | Increase | +107.81% | 5.15K shares | 478K | $82.16 | 9.92K |
| Q4 2016 | share | Increase | 0.00% | 4.77K shares | 443K | $81.47 | 4.77K |