UNITED ASSET STRATEGIES, INC. – Caterpillar Inc. Transaction History
UNITED ASSET STRATEGIES, INC. portfolio value:
$1.46M
portfolio value
UNITED ASSET STRATEGIES, 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 | +5.33% | 451 shares | -50K | $164.08 | 8.91K |
| Q2 2022 | share | Increase | +2.25% | 186 shares | -332K | $178.76 | 8.46K |
| Q1 2022 | share | Increase | +222.81% | 5.71K shares | 1.31M | $222.82 | 8.28K |
| Q4 2021 | share | Increase | +30.60% | 601 shares | 153K | $206.08 | 2.56K |
| Q3 2021 | share | Increase | +0.56% | 11 shares | -48K | $190.91 | 1.96K |
| Q2 2021 | share | Decrease | -2.74% | -55 shares | -41K | $215.26 | 1.95K |
| Q1 2021 | share | Increase | +5.08% | 97 shares | 118K | $228.32 | 2.00K |
| Q4 2020 | share | 0.00% | 0 shares | 63K | $178.29 | 1.91K | |
| Q3 2020 | share | Increase | +7.91% | 140 shares | 61K | $145.2 | 1.91K |
| Q2 2020 | share | Decrease | -7.37% | -141 shares | 2K | $122.23 | 1.77K |
| Q1 2020 | share | Increase | +2.74% | 51 shares | -53K | $111.14 | 1.91K |
| Q4 2019 | share | 0.00% | 0 shares | 40K | $140.47 | 1.86K | |
| Q3 2019 | share | Increase | +12.04% | 200 shares | 9K | $119.2 | 1.86K |
| Q2 2019 | share | Decrease | -11.93% | -225 shares | -30K | $127.65 | 1.66K |
| Q1 2019 | share | 0.00% | 0 shares | 16K | $126.15 | 1.88K | |
| Q4 2018 | share | Decrease | -60.32% | -2.86K shares | -485K | $117.57 | 1.88K |
| Q3 2018 | share | Increase | +5.20% | 235 shares | 112K | $140.17 | 4.75K |
| Q2 2018 | share | Increase | +1.94% | 86 shares | -40K | $123.94 | 4.51K |
| Q1 2018 | share | Increase | +3.14% | 135 shares | -24K | $133.96 | 4.43K |
| Q4 2017 | share | Increase | +1.22% | 52 shares | 148K | $142.58 | 4.29K |
| Q3 2017 | share | Increase | 0.00% | 4.24K shares | 529K | $112.17 | 4.24K |
| Q1 2017 | share | Decrease | -100.00% | -8.47K shares | -786K | $82.16 | 0 |
| Q4 2016 | share | Increase | +10.58% | 811 shares | 105K | $81.47 | 8.47K |
| Q3 2016 | share | Decrease | -0.04% | -3 shares | 100K | $77.3 | 7.66K |
| Q2 2016 | share | Increase | +108.37% | 3.98K shares | 299K | $65.38 | 7.67K |
| Q1 2016 | share | Increase | +12.50% | 409 shares | 60K | $65.37 | 3.68K |