MONETA GROUP INVESTMENT ADVISORS LLC – Caterpillar Inc. Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$1.22M
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC 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 | -22.81% | -2.21K shares | -505K | $164.08 | 7.48K |
| Q2 2022 | share | Increase | +5.90% | 540 shares | -307K | $178.76 | 9.69K |
| Q1 2022 | share | Increase | +32.45% | 2.24K shares | 611K | $222.82 | 9.15K |
| Q4 2021 | share | Decrease | -2.43% | -172 shares | 69K | $206.08 | 6.91K |
| Q3 2021 | share | Increase | +28.59% | 1.57K shares | 161K | $190.91 | 7.08K |
| Q2 2021 | share | Increase | +13.24% | 644 shares | 71K | $215.26 | 5.50K |
| Q1 2021 | share | Increase | +57.29% | 1.77K shares | 565K | $228.32 | 4.86K |
| Q4 2020 | share | Decrease | -4.48% | -145 shares | 80K | $178.29 | 3.09K |
| Q3 2020 | share | Decrease | -22.57% | -944 shares | -46K | $145.2 | 3.23K |
| Q2 2020 | share | Increase | +13.92% | 511 shares | 103K | $122.23 | 4.18K |
| Q1 2020 | share | Increase | +28.45% | 813 shares | 4K | $111.14 | 3.67K |
| Q4 2019 | share | Increase | +6.80% | 182 shares | 84K | $140.47 | 2.85K |
| Q3 2019 | share | Increase | +6.02% | 152 shares | -6K | $119.2 | 2.67K |
| Q2 2019 | share | Decrease | -52.96% | -2.84K shares | -383K | $127.65 | 2.52K |
| Q1 2019 | share | Increase | +124.99% | 2.98K shares | 424K | $126.15 | 5.36K |
| Q4 2018 | share | Decrease | -35.47% | -1.31K shares | -261K | $117.57 | 2.38K |
| Q3 2018 | share | Decrease | -26.84% | -1.35K shares | -121K | $140.17 | 3.69K |
| Q2 2018 | share | Increase | +92.46% | 2.42K shares | 298K | $123.94 | 5.05K |
| Q1 2018 | share | Increase | +64.06% | 1.02K shares | 135K | $133.96 | 2.62K |
| Q4 2017 | share | Increase | 0.00% | 1.6K shares | 252K | $142.58 | 1.6K |