FORTE CAPITAL LLC /ADV – Caterpillar Inc. Transaction History
FORTE CAPITAL LLC /ADV portfolio value:
$237,000
portfolio value
FORTE CAPITAL 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 | 0.00% | 0 shares | -21K | $164.08 | 1.44K | |
| Q2 2022 | share | 0.00% | 0 shares | 0 | $178.76 | 1.91K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $222.82 | 1.91K | |
| Q4 2021 | share | Decrease | -15.05% | -340 shares | -37K | $206.08 | 1.91K |
| Q3 2021 | share | Decrease | -0.18% | -4 shares | -58K | $190.91 | 2.25K |
| Q2 2021 | share | Increase | +13.26% | 265 shares | 29K | $215.26 | 2.26K |
| Q1 2021 | share | 0.00% | 0 shares | 99K | $228.32 | 1.99K | |
| Q4 2020 | share | Increase | +38.27% | 553 shares | 148K | $178.29 | 1.99K |
| Q3 2020 | share | Increase | 0.00% | 1.44K shares | 216K | $145.2 | 1.44K |
| Q1 2018 | share | Decrease | -100.00% | -1.66K shares | -262K | $133.96 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1.66K shares | 262K | $142.58 | 1.66K |