BRAGG FINANCIAL ADVISORS, INC – Caterpillar Inc. Transaction History
BRAGG FINANCIAL ADVISORS, INC portfolio value:
$1.13M
portfolio value
BRAGG FINANCIAL ADVISORS, 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 | -4.68% | -341 shares | -163K | $164.08 | 6.93K |
| Q2 2022 | share | Decrease | -1.78% | -132 shares | -350K | $178.76 | 7.27K |
| Q1 2022 | share | Decrease | -6.20% | -490 shares | 134K | $222.82 | 7.41K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $206.08 | 7.90K | |
| Q3 2021 | share | Increase | +25.75% | 1.61K shares | 150K | $190.91 | 7.90K |
| Q2 2021 | share | Decrease | -1.66% | -106 shares | -114K | $215.26 | 6.28K |
| Q1 2021 | share | Decrease | -0.54% | -35 shares | 312K | $228.32 | 6.38K |
| Q4 2020 | share | Decrease | -0.46% | -30 shares | 206K | $178.29 | 6.42K |
| Q3 2020 | share | Increase | +1.93% | 122 shares | 162K | $145.2 | 6.45K |
| Q2 2020 | share | 0.00% | 0 shares | 66K | $122.23 | 6.33K | |
| Q1 2020 | share | 0.00% | 0 shares | -200K | $111.14 | 6.33K | |
| Q4 2019 | share | Decrease | -5.68% | -381 shares | 87K | $140.47 | 6.33K |
| Q3 2019 | share | Decrease | -2.26% | -155 shares | -88K | $119.2 | 6.71K |
| Q2 2019 | share | Decrease | -0.94% | -65 shares | -3K | $127.65 | 6.86K |
| Q1 2019 | share | Decrease | -0.86% | -60 shares | 50K | $126.15 | 6.93K |
| Q4 2018 | share | Decrease | -1.41% | -100 shares | -193K | $117.57 | 6.99K |
| Q3 2018 | share | Decrease | -0.70% | -50 shares | 113K | $140.17 | 7.09K |
| Q2 2018 | share | Decrease | -1.04% | -75 shares | -95K | $123.94 | 7.14K |
| Q1 2018 | share | Decrease | -0.96% | -70 shares | -84K | $133.96 | 7.21K |
| Q4 2017 | share | Decrease | -4.64% | -355 shares | 195K | $142.58 | 7.28K |
| Q3 2017 | share | Decrease | -1.74% | -135 shares | 117K | $112.17 | 7.64K |
| Q2 2017 | share | 0.00% | 0 shares | 115K | $95.96 | 7.77K | |
| Q1 2017 | share | Decrease | -1.02% | -80 shares | -8K | $82.16 | 7.77K |
| Q4 2016 | share | 0.00% | 0 shares | 31K | $81.47 | 7.85K | |
| Q3 2016 | share | Decrease | -1.75% | -140 shares | 92K | $77.3 | 7.85K |
| Q2 2016 | share | Decrease | -2.69% | -221 shares | -23K | $65.38 | 7.99K |
| Q1 2016 | share | Decrease | -4.14% | -355 shares | 46K | $65.37 | 8.21K |