B. RILEY WEALTH ADVISORS, INC. – Caterpillar Inc. Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$3.99M
portfolio value
B. RILEY WEALTH 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 | -3.82% | -966 shares | -530K | $164.08 | 24.31K |
| Q2 2022 | share | Increase | +5.74% | 1.37K shares | -808K | $178.76 | 25.28K |
| Q1 2022 | share | Decrease | -62.21% | -39.35K shares | -7.75M | $222.82 | 23.91K |
| Q4 2021 | share | Increase | +226.97% | 43.91K shares | 9.35M | $206.08 | 63.26K |
| Q3 2021 | share | Decrease | -0.80% | -157 shares | -529K | $190.91 | 19.35K |
| Q2 2021 | share | Increase | +3.03% | 574 shares | -118K | $215.26 | 19.50K |
| Q1 2021 | share | Increase | +24.84% | 3.76K shares | 1.60M | $228.32 | 18.93K |
| Q4 2020 | share | Decrease | -33.71% | -7.71K shares | -624K | $178.29 | 15.16K |
| Q3 2020 | share | Increase | +4.03% | 886 shares | 604K | $145.2 | 22.87K |
| Q2 2020 | share | Decrease | -23.54% | -6.77K shares | -555K | $122.23 | 21.99K |
| Q1 2020 | share | Increase | +27.92% | 6.27K shares | 17K | $111.14 | 28.76K |
| Q4 2019 | share | Increase | +26.19% | 4.66K shares | 1.07M | $140.47 | 22.48K |
| Q3 2019 | share | Increase | +81.81% | 8.01K shares | 914K | $119.2 | 17.81K |
| Q2 2019 | share | Increase | +11.30% | 995 shares | 143K | $127.65 | 9.8K |
| Q1 2019 | share | Increase | +20.88% | 1.52K shares | 268K | $126.15 | 8.80K |
| Q4 2018 | share | Decrease | -11.31% | -929 shares | -328K | $117.57 | 7.28K |
| Q3 2018 | share | Decrease | -6.10% | -534 shares | 66K | $140.17 | 8.21K |
| Q2 2018 | share | Increase | +28.59% | 1.94K shares | 185K | $123.94 | 8.74K |
| Q1 2018 | share | Increase | +7.37% | 467 shares | 4K | $133.96 | 6.80K |
| Q4 2017 | share | Increase | +7.21% | 426 shares | 260K | $142.58 | 6.33K |
| Q3 2017 | share | Increase | +14.34% | 741 shares | 182K | $112.17 | 5.90K |
| Q2 2017 | share | Decrease | -5.37% | -293 shares | 49K | $95.96 | 5.16K |
| Q1 2017 | share | Decrease | -5.36% | -309 shares | -28K | $82.16 | 5.46K |
| Q4 2016 | share | Increase | +5.60% | 306 shares | 50K | $81.47 | 5.77K |
| Q3 2016 | share | Increase | +0.05% | 3 shares | 71K | $77.3 | 5.46K |
| Q2 2016 | share | Decrease | -4.68% | -268 shares | -24K | $65.38 | 5.46K |
| Q1 2016 | share | Decrease | -30.69% | -2.53K shares | -123K | $65.37 | 5.72K |