FORVIS WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$3.25M
portfolio value
FORVIS WEALTH 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 | -3.69% | -760 shares | -426K | $164.08 | 19.83K |
| Q2 2022 | share | Increase | +1.00% | 203 shares | -862K | $178.76 | 20.59K |
| Q1 2022 | share | Increase | +1.90% | 381 shares | 406K | $222.82 | 20.39K |
| Q4 2021 | share | Decrease | -0.13% | -26 shares | 291K | $206.08 | 20.00K |
| Q3 2021 | share | Increase | +0.54% | 108 shares | -491K | $190.91 | 20.03K |
| Q2 2021 | share | Decrease | -6.83% | -1.46K shares | -622K | $215.26 | 19.92K |
| Q1 2021 | share | Decrease | -9.34% | -2.20K shares | 665K | $228.32 | 21.38K |
| Q4 2020 | share | Increase | +10.01% | 2.14K shares | 1.09M | $178.29 | 23.59K |
| Q3 2020 | share | Decrease | -2.88% | -636 shares | 405K | $145.2 | 21.44K |
| Q2 2020 | share | Decrease | -6.42% | -1.51K shares | 55K | $122.23 | 22.08K |
| Q1 2020 | share | Decrease | -3.00% | -730 shares | -855K | $111.14 | 23.59K |
| Q4 2019 | share | Decrease | -1.56% | -386 shares | 471K | $140.47 | 24.32K |
| Q3 2019 | share | Increase | +0.74% | 182 shares | -221K | $119.2 | 24.71K |
| Q2 2019 | share | Increase | +0.58% | 141 shares | 38K | $127.65 | 24.53K |
| Q1 2019 | share | Decrease | -5.23% | -1.34K shares | 35K | $126.15 | 24.38K |
| Q4 2018 | share | Decrease | -2.38% | -627 shares | -749K | $117.57 | 25.73K |
| Q3 2018 | share | Increase | +3.06% | 783 shares | 549K | $140.17 | 26.36K |
| Q2 2018 | share | Increase | +1.62% | 407 shares | -240K | $123.94 | 25.57K |
| Q1 2018 | share | Increase | +11.15% | 2.52K shares | 141K | $133.96 | 25.17K |
| Q4 2017 | share | Decrease | -2.80% | -652 shares | 663K | $142.58 | 22.64K |
| Q3 2017 | share | Decrease | -3.05% | -732 shares | 323K | $112.17 | 23.29K |
| Q2 2017 | share | Increase | +3.96% | 915 shares | 439K | $95.96 | 24.03K |
| Q1 2017 | share | Decrease | -1.16% | -271 shares | -25K | $82.16 | 23.11K |
| Q4 2016 | share | Increase | +1.12% | 259 shares | 116K | $81.47 | 23.38K |
| Q3 2016 | share | Decrease | -0.28% | -64 shares | 295K | $77.3 | 23.12K |
| Q2 2016 | share | Increase | +6.81% | 1.47K shares | 96K | $65.38 | 23.19K |
| Q1 2016 | share | Increase | +6.44% | 1.31K shares | 276K | $65.37 | 21.71K |