FIRST FOUNDATION ADVISORS – Caterpillar Inc. Transaction History
FIRST FOUNDATION ADVISORS portfolio value:
$858,000
portfolio value
FIRST FOUNDATION 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 | Increase | +1.99% | 102 shares | -59K | $164.08 | 5.23K |
| Q2 2022 | share | Decrease | -8.28% | -463 shares | -329K | $178.76 | 5.12K |
| Q1 2022 | share | Decrease | -9.70% | -601 shares | -34K | $222.82 | 5.59K |
| Q4 2021 | share | Increase | +0.21% | 13 shares | 94K | $206.08 | 6.19K |
| Q3 2021 | share | Increase | +16.47% | 874 shares | 31K | $190.91 | 6.18K |
| Q2 2021 | share | Increase | +9.54% | 462 shares | 32K | $215.26 | 5.30K |
| Q1 2021 | share | Decrease | -19.35% | -1.16K shares | 30K | $228.32 | 4.84K |
| Q4 2020 | share | Increase | +3.16% | 184 shares | 225K | $178.29 | 6.00K |
| Q3 2020 | share | Increase | +173.46% | 3.69K shares | 599K | $145.2 | 5.82K |
| Q2 2020 | share | Decrease | -18.27% | -476 shares | -33K | $122.23 | 2.12K |
| Q1 2020 | share | Increase | +48.60% | 852 shares | 43K | $111.14 | 2.60K |
| Q4 2019 | share | Decrease | -44.24% | -1.39K shares | -138K | $140.47 | 1.75K |
| Q3 2019 | share | Decrease | -33.19% | -1.56K shares | -244K | $119.2 | 3.14K |
| Q2 2019 | share | Increase | +4.58% | 206 shares | 31K | $127.65 | 4.70K |
| Q1 2019 | share | Increase | +11.06% | 448 shares | 95K | $126.15 | 4.5K |
| Q4 2018 | share | Increase | +16.84% | 584 shares | -14K | $117.57 | 4.05K |
| Q3 2018 | share | Increase | +14.23% | 432 shares | 117K | $140.17 | 3.46K |
| Q2 2018 | share | Increase | +67.55% | 1.22K shares | 145K | $123.94 | 3.03K |
| Q1 2018 | share | Increase | +35.12% | 471 shares | 56K | $133.96 | 1.81K |
| Q4 2017 | share | Decrease | -21.72% | -372 shares | -3K | $142.58 | 1.34K |
| Q3 2017 | share | Increase | 0.00% | 1.71K shares | 214K | $112.17 | 1.71K |
| Q1 2017 | share | Decrease | -100.00% | -3.02K shares | -281K | $82.16 | 0 |
| Q4 2016 | share | Increase | +10.23% | 281 shares | 37K | $81.47 | 3.02K |
| Q3 2016 | share | Increase | 0.00% | 2.74K shares | 244K | $77.3 | 2.74K |