PLANTE MORAN FINANCIAL ADVISORS, LLC – Caterpillar Inc. Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$160,000
portfolio value
PLANTE MORAN FINANCIAL 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 | Increase | +1024.14% | 891 shares | 144K | $164.08 | 978 |
| Q2 2022 | share | Increase | +10.13% | 8 shares | -2K | $178.76 | 87 |
| Q1 2022 | share | Decrease | -56.83% | -104 shares | -20K | $222.82 | 79 |
| Q4 2021 | share | Decrease | -81.10% | -785 shares | -148K | $206.08 | 183 |
| Q3 2021 | share | Increase | +237.28% | 681 shares | 124K | $190.91 | 968 |
| Q2 2021 | share | Increase | +421.82% | 232 shares | 49K | $215.26 | 287 |
| Q1 2021 | share | Decrease | -91.42% | -586 shares | -104K | $228.32 | 55 |
| Q4 2020 | share | Increase | +950.82% | 580 shares | 108K | $178.29 | 641 |
| Q3 2020 | share | Decrease | -65.73% | -117 shares | -14K | $145.2 | 61 |
| Q2 2020 | share | Decrease | -87.38% | -1.23K shares | -141K | $122.23 | 178 |
| Q1 2020 | share | Increase | +33.27% | 352 shares | 8K | $111.14 | 1.41K |
| Q4 2019 | share | Decrease | -17.60% | -226 shares | -6K | $140.47 | 1.05K |
| Q3 2019 | share | Decrease | -12.89% | -190 shares | -39K | $119.2 | 1.28K |
| Q2 2019 | share | Decrease | -12.78% | -216 shares | -28K | $127.65 | 1.47K |
| Q1 2019 | share | Decrease | -0.06% | -1 shares | 14K | $126.15 | 1.69K |
| Q4 2018 | share | Increase | +48.20% | 550 shares | 41K | $117.57 | 1.69K |
| Q3 2018 | share | Decrease | -11.69% | -151 shares | -1K | $140.17 | 1.14K |
| Q2 2018 | share | Decrease | -32.21% | -614 shares | -106K | $123.94 | 1.29K |
| Q1 2018 | share | Increase | +54.08% | 669 shares | 86K | $133.96 | 1.90K |
| Q4 2017 | share | Increase | +18.37% | 192 shares | 65K | $142.58 | 1.23K |
| Q3 2017 | share | Decrease | -85.59% | -6.20K shares | -649K | $112.17 | 1.04K |
| Q2 2017 | share | Increase | +2.69% | 190 shares | 124K | $95.96 | 7.25K |
| Q1 2017 | share | Decrease | -1.97% | -142 shares | -13K | $82.16 | 7.06K |
| Q4 2016 | share | Increase | +539.22% | 6.07K shares | 568K | $81.47 | 7.20K |
| Q3 2016 | share | Increase | +79.74% | 500 shares | 52K | $77.3 | 1.12K |
| Q2 2016 | share | Decrease | -17.06% | -129 shares | -10K | $65.38 | 627 |
| Q1 2016 | share | Decrease | -9.46% | -79 shares | 1K | $65.37 | 756 |