ESSEX FINANCIAL SERVICES, INC. – Caterpillar Inc. Transaction History
ESSEX FINANCIAL SERVICES, INC. portfolio value:
$1.91M
portfolio value
ESSEX FINANCIAL 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 | -12.20% | -1.61K shares | -461K | $164.08 | 11.65K |
| Q2 2022 | share | Decrease | -6.54% | -929 shares | -792K | $178.76 | 13.27K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $222.82 | 16.40K | |
| Q4 2021 | share | Increase | +7.52% | 1.14K shares | 463K | $206.08 | 16.40K |
| Q3 2021 | share | Increase | +90.38% | 7.24K shares | 1.07M | $190.91 | 15.25K |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $215.26 | 8.01K | |
| Q1 2021 | share | Decrease | -13.38% | -1.23K shares | 172K | $228.32 | 8.01K |
| Q4 2020 | share | Increase | +9.70% | 818 shares | 428K | $178.29 | 9.25K |
| Q3 2020 | share | Increase | +16.39% | 1.18K shares | 341K | $145.2 | 8.43K |
| Q2 2020 | share | Decrease | -5.40% | -414 shares | 28K | $122.23 | 7.24K |
| Q1 2020 | share | Increase | +4.72% | 345 shares | -191K | $111.14 | 7.66K |
| Q4 2019 | share | Increase | +1.02% | 74 shares | 165K | $140.47 | 7.31K |
| Q3 2019 | share | Decrease | -1.96% | -145 shares | -92K | $119.2 | 7.24K |
| Q2 2019 | share | Increase | +0.04% | 3 shares | 7K | $127.65 | 7.38K |
| Q1 2019 | share | Decrease | -1.30% | -97 shares | 49K | $126.15 | 7.38K |
| Q4 2018 | share | Decrease | -0.64% | -48 shares | -197K | $117.57 | 7.48K |
| Q3 2018 | share | Decrease | -6.19% | -497 shares | 59K | $140.17 | 7.52K |
| Q2 2018 | share | Decrease | -0.05% | -4 shares | -94K | $123.94 | 8.02K |
| Q1 2018 | share | Increase | +0.02% | 2 shares | -82K | $133.96 | 8.03K |
| Q4 2017 | share | Decrease | -14.97% | -1.41K shares | 88K | $142.58 | 8.02K |
| Q3 2017 | share | Increase | +1.31% | 122 shares | 176K | $112.17 | 9.44K |
| Q2 2017 | share | Decrease | -21.36% | -2.53K shares | -98K | $95.96 | 9.31K |
| Q1 2017 | share | Decrease | -21.37% | -3.22K shares | -299K | $82.16 | 11.85K |
| Q4 2016 | share | Decrease | -1.17% | -178 shares | 44K | $81.47 | 15.07K |
| Q3 2016 | share | Decrease | -0.14% | -21 shares | 196K | $77.3 | 15.24K |
| Q2 2016 | share | Decrease | -0.89% | -137 shares | -21K | $65.38 | 15.27K |
| Q1 2016 | share | Increase | +1.78% | 269 shares | 150K | $65.37 | 15.40K |