WEST OAK CAPITAL, LLC – Caterpillar Inc. Transaction History
WEST OAK CAPITAL, LLC portfolio value:
$692,000
portfolio value
WEST OAK CAPITAL, 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 | 0.00% | 0 shares | -61K | $164.08 | 4.21K | |
| Q2 2022 | share | Decrease | -4.85% | -215 shares | -234K | $178.76 | 4.21K |
| Q1 2022 | share | Decrease | -1.99% | -90 shares | 53K | $222.82 | 4.43K |
| Q4 2021 | share | Increase | +1.35% | 60 shares | 78K | $206.08 | 4.52K |
| Q3 2021 | share | 0.00% | 0 shares | -115K | $190.91 | 4.46K | |
| Q2 2021 | share | Decrease | -3.98% | -185 shares | -106K | $215.26 | 4.46K |
| Q1 2021 | share | Decrease | -4.23% | -205 shares | 194K | $228.32 | 4.64K |
| Q4 2020 | share | Increase | +6.83% | 310 shares | 206K | $178.29 | 4.85K |
| Q3 2020 | share | Decrease | -0.55% | -25 shares | 100K | $145.2 | 4.54K |
| Q2 2020 | share | Decrease | -3.39% | -160 shares | 29K | $122.23 | 4.56K |
| Q1 2020 | share | Decrease | -0.11% | -5 shares | -151K | $111.14 | 4.72K |
| Q4 2019 | share | Decrease | -8.42% | -435 shares | 47K | $140.47 | 4.73K |
| Q3 2019 | share | Increase | +4.45% | 220 shares | -22K | $119.2 | 5.16K |
| Q2 2019 | share | Increase | +0.61% | 30 shares | 8K | $127.65 | 4.94K |
| Q1 2019 | share | Increase | +6.73% | 310 shares | 80.84K | $126.15 | 4.91K |
| Q4 2018 | share | Decrease | -27.25% | -1.72K shares | -380.10K | $117.57 | 4.60K |
| Q3 2018 | share | Increase | +4.37% | 265 shares | 142.42K | $140.17 | 6.33K |
| Q2 2018 | share | Decrease | -1.86% | -115 shares | -87.96K | $123.94 | 6.06K |
| Q1 2018 | share | Increase | +35.38% | 1.61K shares | 191.45K | $133.96 | 6.18K |
| Q4 2017 | share | Decrease | -11.70% | -605 shares | 74.60K | $142.58 | 4.56K |
| Q3 2017 | share | Increase | +1.67% | 85 shares | 98.31K | $112.17 | 5.17K |
| Q2 2017 | share | Decrease | -0.88% | -45 shares | 70.57K | $95.96 | 5.08K |
| Q1 2017 | share | Decrease | -6.39% | -350 shares | -32.35K | $82.16 | 5.13K |
| Q4 2016 | share | Decrease | -38.11% | -3.37K shares | -277.84K | $81.47 | 5.48K |
| Q3 2016 | share | Increase | +1.43% | 125 shares | 124.23K | $77.3 | 8.85K |
| Q2 2016 | share | Decrease | -2.57% | -230 shares | -23.97K | $65.38 | 8.73K |
| Q1 2016 | share | Decrease | -14.75% | -1.55K shares | -28.46K | $65.37 | 8.96K |