STRATEGIC FINANCIAL SERVICES, INC, – Caterpillar Inc. Transaction History
STRATEGIC FINANCIAL SERVICES, INC, portfolio value:
$1.14M
portfolio value
STRATEGIC FINANCIAL SERVICES, 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 | -1.81% | -129 shares | -126K | $164.08 | 7.00K |
| Q2 2022 | share | Decrease | -1.45% | -105 shares | -337K | $178.76 | 7.13K |
| Q1 2022 | share | Decrease | -1.59% | -117 shares | 92K | $222.82 | 7.23K |
| Q4 2021 | share | Decrease | -1.74% | -130 shares | 83K | $206.08 | 7.35K |
| Q3 2021 | share | Decrease | -2.18% | -167 shares | -228K | $190.91 | 7.48K |
| Q2 2021 | share | Decrease | -1.23% | -95 shares | -131K | $215.26 | 7.65K |
| Q1 2021 | share | Decrease | -7.58% | -635 shares | 271K | $228.32 | 7.74K |
| Q4 2020 | share | Decrease | -2.61% | -225 shares | 242K | $178.29 | 8.38K |
| Q3 2020 | share | Decrease | -1.57% | -137 shares | 177K | $145.2 | 8.60K |
| Q2 2020 | share | Decrease | -24.96% | -2.90K shares | -246K | $122.23 | 8.74K |
| Q1 2020 | share | Decrease | -7.58% | -955 shares | -510K | $111.14 | 11.65K |
| Q4 2019 | share | Decrease | -9.49% | -1.32K shares | 103K | $140.47 | 12.60K |
| Q3 2019 | share | Decrease | -1.82% | -258 shares | -174K | $119.2 | 13.92K |
| Q2 2019 | share | Decrease | -6.06% | -915 shares | -113K | $127.65 | 14.18K |
| Q1 2019 | share | Decrease | -0.64% | -98 shares | 115K | $126.15 | 15.1K |
| Q4 2018 | share | Increase | +5.45% | 785 shares | -267K | $117.57 | 15.19K |
| Q3 2018 | share | Decrease | -1.70% | -250 shares | 209K | $140.17 | 14.41K |
| Q2 2018 | share | Decrease | -0.55% | -81 shares | -184K | $123.94 | 14.66K |
| Q1 2018 | share | Decrease | -41.82% | -10.59K shares | -1.82M | $133.96 | 14.74K |
| Q4 2017 | share | Decrease | -24.77% | -8.34K shares | -207K | $142.58 | 25.34K |
| Q3 2017 | share | Increase | +0.93% | 310 shares | 614K | $112.17 | 33.68K |
| Q2 2017 | share | Increase | +0.42% | 140 shares | 504K | $95.96 | 33.37K |
| Q1 2017 | share | Decrease | -21.86% | -9.3K shares | -862K | $82.16 | 33.23K |
| Q4 2016 | share | Decrease | -1.00% | -430 shares | 131K | $81.47 | 42.53K |
| Q3 2016 | share | Increase | +0.55% | 235 shares | 277K | $77.3 | 42.96K |
| Q2 2016 | share | Decrease | -3.26% | -1.44K shares | 156K | $65.38 | 42.73K |
| Q1 2016 | share | Increase | +12.55% | 4.92K shares | 714K | $65.37 | 44.17K |