AVIDIAN WEALTH SOLUTIONS, LLC – Caterpillar Inc. Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$2.57M
portfolio value
AVIDIAN WEALTH SOLUTIONS, 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 | +0.45% | 71 shares | -218K | $164.08 | 15.71K |
| Q2 2022 | share | Increase | +1.29% | 199 shares | -645K | $178.76 | 15.64K |
| Q1 2022 | share | Increase | +3.08% | 461 shares | 344K | $222.82 | 15.44K |
| Q4 2021 | share | Increase | +0.96% | 143 shares | 249K | $206.08 | 14.98K |
| Q3 2021 | share | Increase | +2.14% | 311 shares | -314K | $190.91 | 14.84K |
| Q2 2021 | share | Increase | +1.47% | 211 shares | -158K | $215.26 | 14.53K |
| Q1 2021 | share | Increase | 0.00% | 14.32K shares | 3.32M | $228.32 | 14.32K |
| Q4 2020 | share | Decrease | -0.58% | -82 shares | 450K | $178.29 | 14.06K |
| Q3 2020 | share | Increase | +6.67% | 885 shares | 432K | $145.2 | 14.14K |
| Q2 2020 | share | Increase | +4.20% | 534 shares | 201K | $122.23 | 13.26K |
| Q1 2020 | share | Increase | +662.22% | 11.05K shares | 1.23M | $111.14 | 12.72K |
| Q4 2019 | share | Decrease | -44.99% | -1.36K shares | -136K | $140.47 | 1.67K |
| Q3 2019 | share | Decrease | -29.90% | -1.29K shares | -207K | $119.2 | 3.03K |
| Q2 2019 | share | Increase | 0.00% | 4.33K shares | 590K | $127.65 | 4.33K |