NATIONS FINANCIAL GROUP INC, /IA/ /ADV – Caterpillar Inc. Transaction History
NATIONS FINANCIAL GROUP INC, /IA/ /ADV portfolio value:
$905,000
portfolio value
NATIONS FINANCIAL GROUP INC, /IA/ /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 | Decrease | -0.61% | -34 shares | -87K | $164.08 | 5.51K |
| Q2 2022 | share | Increase | +8.16% | 419 shares | -152K | $178.76 | 5.55K |
| Q1 2022 | share | Increase | +4.25% | 209 shares | 126K | $222.82 | 5.13K |
| Q4 2021 | share | Increase | +10.23% | 457 shares | 161K | $206.08 | 4.92K |
| Q3 2021 | share | Increase | +3.19% | 138 shares | -85K | $190.91 | 4.46K |
| Q2 2021 | share | Decrease | -2.04% | -90 shares | -82K | $215.26 | 4.32K |
| Q1 2021 | share | Decrease | -36.17% | -2.50K shares | -236K | $228.32 | 4.41K |
| Q4 2020 | share | Decrease | -0.04% | -3 shares | 227K | $178.29 | 6.92K |
| Q3 2020 | share | Decrease | -2.51% | -178 shares | 134K | $145.2 | 6.92K |
| Q2 2020 | share | Decrease | -1.91% | -138 shares | 59K | $122.23 | 7.10K |
| Q1 2020 | share | Increase | +0.28% | 20 shares | -226K | $111.14 | 7.24K |
| Q4 2019 | share | Increase | +0.11% | 8 shares | 72K | $140.47 | 7.22K |
| Q3 2019 | share | Increase | +10.24% | 670 shares | 102K | $119.2 | 7.21K |
| Q2 2019 | share | Increase | +1.03% | 67 shares | 14K | $127.65 | 6.54K |
| Q1 2019 | share | Increase | +0.29% | 19 shares | 57K | $126.15 | 6.47K |
| Q4 2018 | share | Increase | +5.89% | 359 shares | -109K | $117.57 | 6.45K |
| Q3 2018 | share | Increase | +2.01% | 120 shares | 119K | $140.17 | 6.09K |
| Q2 2018 | share | Decrease | -1.73% | -105 shares | -86K | $123.94 | 5.97K |
| Q1 2018 | share | Increase | +40.65% | 1.75K shares | 215K | $133.96 | 6.08K |
| Q4 2017 | share | Increase | +0.02% | 1 shares | 143K | $142.58 | 4.32K |
| Q3 2017 | share | Decrease | -8.00% | -376 shares | 34K | $112.17 | 4.32K |
| Q2 2017 | share | Increase | +16.37% | 661 shares | 130K | $95.96 | 4.7K |
| Q1 2017 | share | Decrease | -22.48% | -1.17K shares | -108K | $82.16 | 4.03K |
| Q4 2016 | share | Decrease | -52.48% | -5.75K shares | -490K | $81.47 | 5.21K |
| Q3 2016 | share | Increase | +4.07% | 429 shares | 174K | $77.3 | 10.96K |
| Q2 2016 | share | Increase | +13.61% | 1.26K shares | 90K | $65.38 | 10.53K |
| Q1 2016 | share | Decrease | -6.13% | -605 shares | 38K | $65.37 | 9.27K |