YHB INVESTMENT ADVISORS, INC. – Caterpillar Inc. Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$286,000
portfolio value
YHB INVESTMENT 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 | Increase | +0.12% | 2 shares | -25K | $164.08 | 1.74K |
| Q2 2022 | share | Decrease | -10.27% | -199 shares | -121K | $178.76 | 1.73K |
| Q1 2022 | share | Increase | +11.64% | 202 shares | 73K | $222.82 | 1.93K |
| Q4 2021 | share | Increase | +7.49% | 121 shares | 49K | $206.08 | 1.73K |
| Q3 2021 | share | Decrease | -6.81% | -118 shares | -67K | $190.91 | 1.61K |
| Q2 2021 | share | Increase | +0.06% | 1 shares | -27K | $215.26 | 1.73K |
| Q1 2021 | share | Increase | +22.92% | 323 shares | 148K | $228.32 | 1.73K |
| Q4 2020 | share | Increase | +1.51% | 21 shares | 49K | $178.29 | 1.40K |
| Q3 2020 | share | Increase | 0.00% | 1.38K shares | 207K | $145.2 | 1.38K |
| Q4 2018 | share | Decrease | -100.00% | -1.55K shares | -237K | $117.57 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | 26K | $140.17 | 1.55K | |
| Q2 2018 | share | Decrease | -5.19% | -85 shares | -30K | $123.94 | 1.55K |
| Q1 2018 | share | Increase | +12.74% | 185 shares | 12K | $133.96 | 1.63K |
| Q4 2017 | share | Increase | 0.00% | 1.45K shares | 229K | $142.58 | 1.45K |
| Q2 2016 | share | Decrease | -100.00% | -4.86K shares | -372K | $65.38 | 0 |
| Q1 2016 | share | Decrease | -50.88% | -5.04K shares | -301K | $65.37 | 4.86K |