J.W. COLE ADVISORS, INC. – Caterpillar Inc. Transaction History
J.W. COLE ADVISORS, INC. portfolio value:
$1.09M
portfolio value
J.W. COLE 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 | -2.32% | -159 shares | -127K | $164.08 | 6.69K |
| Q2 2022 | share | Decrease | -7.15% | -528 shares | -420K | $178.76 | 6.85K |
| Q1 2022 | share | Increase | +14506.69% | 1.12M shares | -1.08M | $222.82 | 1.13M |
| Q4 2021 | share | Decrease | -0.28% | -22 shares | 110K | $206.08 | 7.74K |
| Q3 2021 | share | Decrease | -0.94% | -74 shares | -215K | $190.91 | 7.76K |
| Q2 2021 | share | Increase | +15.19% | 1.03K shares | 128K | $215.26 | 7.84K |
| Q1 2021 | share | Decrease | -0.67% | -46 shares | 331K | $228.32 | 6.80K |
| Q4 2020 | share | Decrease | -72.07% | -17.67K shares | -2.41M | $178.29 | 6.85K |
| Q3 2020 | share | Increase | 0.00% | 24.53K shares | 3.65M | $145.2 | 24.53K |
| Q1 2020 | share | Decrease | -100.00% | -6.88K shares | -1.01M | $111.14 | 0 |
| Q4 2019 | share | Increase | 0.00% | 6.88K shares | 1.01M | $140.47 | 6.88K |