ATRIA INVESTMENTS, INC – Caterpillar Inc. Transaction History
ATRIA INVESTMENTS, INC portfolio value:
$5.99M
portfolio value
ATRIA INVESTMENTS, 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 | -12.94% | -5.42K shares | -1.50M | $164.08 | 36.51K |
| Q2 2022 | share | Decrease | -15.56% | -7.72K shares | -3.56M | $178.76 | 41.94K |
| Q1 2022 | share | Increase | +7.87% | 3.62K shares | 1.54M | $222.82 | 49.66K |
| Q4 2021 | share | Increase | +10.04% | 4.2K shares | 1.48M | $206.08 | 46.04K |
| Q3 2021 | share | Decrease | -2.37% | -1.01K shares | -1.29M | $190.91 | 41.84K |
| Q2 2021 | share | Decrease | -2.61% | -1.14K shares | -877K | $215.26 | 42.85K |
| Q1 2021 | share | Increase | +37.99% | 12.11K shares | 4.39M | $228.32 | 44.00K |
| Q4 2020 | share | Increase | +14.03% | 3.92K shares | 1.63M | $178.29 | 31.89K |
| Q3 2020 | share | Increase | +21.63% | 4.97K shares | 1.26M | $145.2 | 27.96K |
| Q2 2020 | share | Increase | 0.00% | 22.99K shares | 2.90M | $122.23 | 22.99K |
| Q1 2020 | share | Decrease | -100.00% | -19.44K shares | -2.87M | $111.14 | 0 |
| Q4 2019 | share | Increase | +89.52% | 9.18K shares | 1.57M | $140.47 | 19.44K |
| Q3 2019 | share | Increase | +1.02% | 104 shares | 115K | $119.2 | 10.25K |
| Q2 2019 | share | Decrease | -14.14% | -1.67K shares | -422K | $127.65 | 10.15K |
| Q1 2019 | share | Increase | +85.13% | 5.43K shares | 791K | $126.15 | 11.82K |
| Q4 2018 | share | Decrease | -18.59% | -1.45K shares | -385K | $117.57 | 6.38K |
| Q3 2018 | share | Decrease | -22.92% | -2.33K shares | -184K | $140.17 | 7.84K |
| Q2 2018 | share | Increase | +11.38% | 1.04K shares | 34K | $123.94 | 10.18K |
| Q1 2018 | share | Increase | +35.72% | 2.40K shares | 286K | $133.96 | 9.14K |
| Q4 2017 | share | Decrease | -75.00% | -20.20K shares | -2.29M | $142.58 | 6.73K |
| Q3 2017 | share | Decrease | -5.57% | -1.59K shares | 294K | $112.17 | 26.93K |
| Q2 2017 | share | Decrease | -3.79% | -1.12K shares | 315K | $95.96 | 28.52K |
| Q1 2017 | share | Increase | +38.45% | 8.23K shares | 765K | $82.16 | 29.65K |
| Q4 2016 | share | Increase | +46.64% | 6.81K shares | 689K | $81.47 | 21.41K |
| Q3 2016 | share | Increase | +30.84% | 3.44K shares | 440K | $77.3 | 14.60K |
| Q2 2016 | share | Increase | +41.11% | 3.25K shares | 252K | $65.38 | 11.16K |
| Q1 2016 | share | Increase | 0.00% | 7.91K shares | 605K | $65.37 | 7.91K |