CHOATE INVESTMENT ADVISORS – Caterpillar Inc. Transaction History
CHOATE INVESTMENT ADVISORS portfolio value:
$734,000
portfolio value
CHOATE INVESTMENT ADVISORS 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 | -66K | $164.08 | 4.47K | |
| Q2 2022 | share | 0.00% | 0 shares | -196K | $178.76 | 4.47K | |
| Q1 2022 | share | Decrease | -20.24% | -1.13K shares | -163K | $222.82 | 4.47K |
| Q4 2021 | share | 0.00% | 0 shares | 82K | $206.08 | 5.60K | |
| Q3 2021 | share | Increase | +17.87% | 850 shares | 42K | $190.91 | 5.60K |
| Q2 2021 | share | Increase | +64.03% | 1.85K shares | 362K | $215.26 | 4.75K |
| Q1 2021 | share | Decrease | -18.88% | -675 shares | 22K | $228.32 | 2.9K |
| Q4 2020 | share | Increase | +0.85% | 30 shares | 122K | $178.29 | 3.57K |
| Q3 2020 | share | 0.00% | 0 shares | 81K | $145.2 | 3.54K | |
| Q2 2020 | share | Decrease | -1.39% | -50 shares | 31K | $122.23 | 3.54K |
| Q1 2020 | share | Increase | +23.12% | 675 shares | -14K | $111.14 | 3.59K |
| Q4 2019 | share | 0.00% | 0 shares | 62K | $140.47 | 2.92K | |
| Q3 2019 | share | Increase | +1.74% | 50 shares | -22K | $119.2 | 2.92K |
| Q2 2019 | share | Decrease | -1.71% | -50 shares | -5K | $127.65 | 2.87K |
| Q1 2019 | share | Increase | +13.62% | 350 shares | 69K | $126.15 | 2.92K |
| Q4 2018 | share | Decrease | -14.48% | -435 shares | -131K | $117.57 | 2.57K |
| Q3 2018 | share | Increase | +15.36% | 400 shares | 105K | $140.17 | 3.00K |
| Q2 2018 | share | Decrease | -4.61% | -126 shares | -49.49K | $123.94 | 2.60K |
| Q1 2018 | share | Increase | +12.34% | 300 shares | 19.41K | $133.96 | 2.73K |
| Q4 2017 | share | 0.00% | 0 shares | 79.90K | $142.58 | 2.43K | |
| Q3 2017 | share | Increase | +0.45% | 11 shares | 43.11K | $112.17 | 2.43K |
| Q2 2017 | share | Decrease | -1.43% | -35 shares | 32.32K | $95.96 | 2.42K |
| Q1 2017 | share | Decrease | -16.92% | -500 shares | -46.32K | $82.16 | 2.45K |
| Q4 2016 | share | Decrease | -17.76% | -638 shares | -44.90K | $81.47 | 2.95K |
| Q3 2016 | share | Increase | +27.73% | 780 shares | 105.69K | $77.3 | 3.59K |
| Q2 2016 | share | Decrease | -0.88% | -25 shares | -3.96K | $65.38 | 2.81K |
| Q1 2016 | share | Decrease | -41.60% | -2.02K shares | -227.61K | $65.37 | 2.83K |