THOMAS J. HERZFELD ADVISORS, INC. – Caterpillar Inc. Transaction History
THOMAS J. HERZFELD ADVISORS, INC. portfolio value:
$5,000
portfolio value
THOMAS J. HERZFELD 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 | 0.00% | 0 shares | 0 | $164.08 | 29 | |
| Q2 2022 | share | Increase | 0.00% | 29 shares | 5K | $178.76 | 29 |
| Q4 2017 | share | Decrease | -100.00% | -713 shares | -89K | $142.58 | 0 |
| Q3 2017 | share | Increase | +0.71% | 5 shares | 13K | $112.17 | 713 |
| Q2 2017 | share | Increase | +0.71% | 5 shares | 11K | $95.96 | 708 |
| Q1 2017 | share | Increase | +0.86% | 6 shares | 0 | $82.16 | 703 |
| Q4 2016 | share | Increase | +0.72% | 5 shares | 4K | $81.47 | 697 |
| Q3 2016 | share | Increase | +0.87% | 6 shares | 9K | $77.3 | 692 |
| Q2 2016 | share | Increase | 0.00% | 686 shares | 52K | $65.38 | 686 |