AVANTAX ADVISORY SERVICES, INC. – Caterpillar Inc. Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$4.34M
portfolio value
AVANTAX ADVISORY SERVICES, INC. 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 | -0.82% | -220 shares | -429K | $164.08 | 26.47K |
| Q2 2022 | share | Decrease | -1.30% | -351 shares | -1.24M | $178.76 | 26.69K |
| Q1 2022 | share | Increase | +20.46% | 4.59K shares | 1.37M | $222.82 | 27.04K |
| Q4 2021 | share | Increase | +7.53% | 1.57K shares | 637K | $206.08 | 22.45K |
| Q3 2021 | share | Increase | +22.35% | 3.81K shares | 292K | $190.91 | 20.87K |
| Q2 2021 | share | Increase | +8.78% | 1.37K shares | 70K | $215.26 | 17.06K |
| Q1 2021 | share | Increase | +10.03% | 1.43K shares | 1.05M | $228.32 | 15.68K |
| Q4 2020 | share | Decrease | -62.01% | -23.27K shares | -3.00M | $178.29 | 14.25K |
| Q3 2020 | share | Increase | +175.46% | 23.90K shares | 3.87M | $145.2 | 37.53K |
| Q2 2020 | share | Decrease | -19.78% | -3.35K shares | -252K | $122.23 | 13.62K |
| Q1 2020 | share | Increase | +1.19% | 199 shares | -499K | $111.14 | 16.98K |
| Q4 2019 | share | Increase | +7.73% | 1.20K shares | 503K | $140.47 | 16.78K |
| Q3 2019 | share | Increase | 0.00% | 15.58K shares | 1.97M | $119.2 | 15.58K |
| Q2 2019 | share | Increase | +9.97% | 998 shares | 144K | $127.65 | 11.01K |
| Q1 2019 | share | Increase | +20.67% | 1.71K shares | 300K | $126.15 | 10.01K |
| Q4 2018 | share | Increase | 0.00% | 8.29K shares | 1.05M | $117.57 | 8.29K |