OPTIMUM INVESTMENT ADVISORS – Caterpillar Inc. Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$742,000
portfolio value
OPTIMUM INVESTMENT ADVISORS 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 | -66K | $164.08 | 4.52K | |
| Q2 2022 | share | Decrease | -0.22% | -10 shares | -201K | $178.76 | 4.52K |
| Q1 2022 | share | Decrease | -0.33% | -15 shares | 69K | $222.82 | 4.53K |
| Q4 2021 | share | 0.00% | 0 shares | 67K | $206.08 | 4.54K | |
| Q3 2021 | share | Decrease | -19.13% | -1.07K shares | -350K | $190.91 | 4.54K |
| Q2 2021 | call | Decrease | -100.00% | -700 shares | -4K | $215.26 | 0 |
| Q2 2021 | share | Decrease | -0.18% | -10 shares | -82K | $215.26 | 5.62K |
| Q1 2021 | share | Decrease | -5.85% | -350 shares | 217K | $228.32 | 5.63K |
| Q1 2021 | call | Increase | 0.00% | 700 shares | 4K | $228.32 | 700 |
| Q4 2020 | share | Decrease | -20.16% | -1.51K shares | -29K | $178.29 | 5.98K |
| Q3 2020 | share | Decrease | -12.55% | -1.07K shares | 34K | $145.2 | 7.49K |
| Q2 2020 | share | 0.00% | 0 shares | 89K | $122.23 | 8.56K | |
| Q1 2020 | share | Decrease | -9.27% | -875 shares | -400K | $111.14 | 8.56K |
| Q4 2019 | share | Decrease | -1.46% | -140 shares | 184K | $140.47 | 9.44K |
| Q3 2019 | share | Decrease | -5.53% | -561 shares | -172K | $119.2 | 9.58K |
| Q2 2019 | share | Increase | +0.83% | 83 shares | 19K | $127.65 | 10.14K |
| Q1 2019 | share | Decrease | -3.37% | -351 shares | 40K | $126.15 | 10.05K |
| Q4 2018 | share | Decrease | -0.14% | -15 shares | -267K | $117.57 | 10.40K |
| Q3 2018 | share | Decrease | -3.02% | -325 shares | 132K | $140.17 | 10.42K |
| Q2 2018 | share | Increase | +0.94% | 100 shares | -111K | $123.94 | 10.74K |
| Q1 2018 | share | Increase | +1.43% | 150 shares | -85K | $133.96 | 10.64K |
| Q4 2017 | share | 0.00% | 0 shares | 345K | $142.58 | 10.49K | |
| Q3 2017 | share | 0.00% | 0 shares | 181K | $112.17 | 10.49K | |
| Q2 2017 | share | Decrease | -0.57% | -60 shares | 149K | $95.96 | 10.49K |
| Q1 2017 | share | Decrease | -6.14% | -691 shares | -64K | $82.16 | 10.55K |
| Q4 2016 | share | Decrease | -9.22% | -1.14K shares | -57K | $81.47 | 11.25K |
| Q3 2016 | share | Increase | +3.79% | 452 shares | 195K | $77.3 | 12.39K |
| Q2 2016 | share | Decrease | -0.82% | -99 shares | -17K | $65.38 | 11.94K |
| Q1 2016 | share | Decrease | -28.74% | -4.85K shares | -226K | $65.37 | 12.04K |