UNITED CAPITAL FINANCIAL ADVISERS, LLC – Caterpillar Inc. Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$27.58M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, 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 | +0.07% | 126 shares | -2.44M | $164.08 | 168.13K |
| Q2 2022 | share | Increase | +1.76% | 2.90K shares | -6.75M | $178.76 | 168.00K |
| Q1 2022 | share | Increase | +3.16% | 5.05K shares | 3.7M | $222.82 | 165.10K |
| Q4 2021 | share | Increase | +0.52% | 828 shares | 2.52M | $206.08 | 160.04K |
| Q3 2021 | share | Increase | +2.59% | 4.01K shares | -3.21M | $190.91 | 159.21K |
| Q2 2021 | share | Decrease | -0.94% | -1.47K shares | -2.55M | $215.26 | 155.20K |
| Q1 2021 | share | Decrease | -0.61% | -961 shares | 7.63M | $228.32 | 156.68K |
| Q4 2020 | share | Decrease | -1.33% | -2.12K shares | 4.86M | $178.29 | 157.64K |
| Q3 2020 | share | Increase | +112.81% | 84.69K shares | 14.33M | $145.2 | 159.76K |
| Q2 2020 | share | Decrease | -6.07% | -4.84K shares | 222K | $122.23 | 75.07K |
| Q1 2020 | share | Decrease | -5.46% | -4.62K shares | -3.21M | $111.14 | 79.92K |
| Q4 2019 | share | Increase | +8.48% | 6.61K shares | 2.64M | $140.47 | 84.54K |
| Q3 2019 | share | Decrease | -65.53% | -148.18K shares | -20.97M | $119.2 | 77.93K |
| Q2 2019 | share | Decrease | -33.95% | -116.23K shares | -15.56M | $127.65 | 226.12K |
| Q1 2019 | share | Increase | +429.45% | 277.69K shares | 38.16M | $126.15 | 342.35K |
| Q4 2018 | share | Increase | +60.24% | 24.30K shares | 2.06M | $117.57 | 64.66K |
| Q3 2018 | share | Decrease | -2.16% | -892 shares | 557K | $140.17 | 40.35K |
| Q2 2018 | share | Increase | +2.32% | 937 shares | -345K | $123.94 | 41.24K |
| Q1 2018 | share | Decrease | -74.18% | -115.81K shares | -18.79M | $133.96 | 40.30K |
| Q4 2017 | share | Increase | +0.10% | 150 shares | 5.28M | $142.58 | 156.11K |
| Q3 2017 | share | Decrease | -0.43% | -676 shares | 2.61M | $112.17 | 155.96K |
| Q2 2017 | share | Increase | +1.76% | 2.71K shares | 2.55M | $95.96 | 156.64K |
| Q1 2017 | share | Decrease | -3.99% | -6.39K shares | -589K | $82.16 | 153.93K |
| Q4 2016 | share | Decrease | -1.31% | -2.12K shares | 447K | $81.47 | 160.32K |
| Q3 2016 | share | Increase | +3.43% | 5.39K shares | 2.48M | $77.3 | 162.45K |
| Q2 2016 | share | Increase | +2.02% | 3.11K shares | 154K | $65.38 | 157.06K |
| Q1 2016 | share | Increase | +7.02% | 10.10K shares | 2.00M | $65.37 | 153.94K |