BUCKINGHAM STRATEGIC WEALTH, LLC – Caterpillar Inc. Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$2.95M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, 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 | Decrease | -0.97% | -177 shares | -296K | $164.08 | 18.03K |
| Q2 2022 | share | Increase | +121.96% | 10.00K shares | 1.42M | $178.76 | 18.21K |
| Q1 2022 | share | Decrease | -0.33% | -27 shares | 126K | $222.82 | 8.20K |
| Q4 2021 | share | Decrease | -2.60% | -220 shares | 80K | $206.08 | 8.23K |
| Q3 2021 | share | Increase | +2.31% | 191 shares | -176K | $190.91 | 8.45K |
| Q2 2021 | share | Increase | +0.13% | 11 shares | -115K | $215.26 | 8.26K |
| Q1 2021 | share | Increase | +11.71% | 865 shares | 569K | $228.32 | 8.24K |
| Q4 2020 | share | Increase | +4.77% | 336 shares | 293K | $178.29 | 7.38K |
| Q3 2020 | share | Increase | 0.00% | 7.04K shares | 1.05M | $145.2 | 7.04K |
| Q2 2020 | share | Decrease | -62.72% | -10.25K shares | -1.12M | $122.23 | 6.09K |
| Q1 2020 | share | Increase | +139.56% | 9.52K shares | 889K | $111.14 | 16.35K |
| Q4 2019 | share | Increase | +0.90% | 61 shares | 154K | $140.47 | 6.82K |
| Q3 2019 | share | Decrease | -10.02% | -753 shares | -171K | $119.2 | 6.76K |
| Q2 2019 | share | Increase | +20.64% | 1.28K shares | 181K | $127.65 | 7.51K |
| Q1 2019 | share | Decrease | -17.52% | -1.32K shares | -116K | $126.15 | 6.23K |
| Q4 2018 | share | Increase | +77.93% | 3.30K shares | 312K | $117.57 | 7.55K |
| Q3 2018 | share | Increase | +20.52% | 723 shares | 170K | $140.17 | 4.24K |
| Q2 2018 | share | Increase | +60.21% | 1.32K shares | 154K | $123.94 | 3.52K |
| Q1 2018 | share | Decrease | -49.34% | -2.14K shares | -360K | $133.96 | 2.19K |
| Q4 2017 | share | Decrease | -4.47% | -203 shares | 117K | $142.58 | 4.34K |
| Q3 2017 | share | Decrease | -10.07% | -509 shares | 24K | $112.17 | 4.54K |
| Q2 2017 | share | Increase | +21.47% | 893 shares | 157K | $95.96 | 5.05K |
| Q1 2017 | share | Increase | +5.77% | 227 shares | 21K | $82.16 | 4.16K |
| Q4 2016 | share | Increase | +3.94% | 149 shares | 29K | $81.47 | 3.93K |
| Q3 2016 | share | Increase | 0.00% | 3.78K shares | 336K | $77.3 | 3.78K |