REGAL INVESTMENT ADVISORS LLC – Caterpillar Inc. Transaction History
REGAL INVESTMENT ADVISORS LLC portfolio value:
$565,000
portfolio value
REGAL INVESTMENT ADVISORS 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 | -63.78% | -6.06K shares | -1.13M | $164.08 | 3.44K |
| Q2 2022 | share | Increase | +2.30% | 214 shares | -371K | $178.76 | 9.50K |
| Q1 2022 | share | Decrease | -0.13% | -12 shares | 146K | $222.82 | 9.29K |
| Q4 2021 | share | Decrease | -1.00% | -94 shares | 120K | $206.08 | 9.30K |
| Q3 2021 | share | Increase | +23.70% | 1.80K shares | 150K | $190.91 | 9.39K |
| Q2 2021 | share | Increase | 0.00% | 7.59K shares | 1.65M | $215.26 | 7.59K |
| Q1 2021 | share | Decrease | -100.00% | -11.02K shares | -2.00M | $228.32 | 0 |
| Q4 2020 | share | Increase | 0.00% | 11.02K shares | 2.00M | $178.29 | 11.02K |
| Q1 2020 | share | Decrease | -100.00% | -15.70K shares | -2.31M | $111.14 | 0 |
| Q4 2019 | share | Decrease | -1.14% | -181 shares | 313K | $140.47 | 15.70K |
| Q3 2019 | share | Decrease | -3.23% | -530 shares | -231K | $119.2 | 15.88K |
| Q2 2019 | share | Decrease | -6.60% | -1.16K shares | -144K | $127.65 | 16.41K |
| Q1 2019 | share | Increase | +3.68% | 624 shares | 227K | $126.15 | 17.57K |
| Q4 2018 | share | Increase | 0.00% | 16.95K shares | 2.15M | $117.57 | 16.95K |
| Q2 2018 | share | Decrease | -100.00% | -1.62K shares | -240K | $123.94 | 0 |
| Q1 2018 | share | Decrease | -11.43% | -210 shares | -50K | $133.96 | 1.62K |
| Q4 2017 | share | Increase | +1.83% | 33 shares | 65K | $142.58 | 1.83K |
| Q3 2017 | share | Increase | 0.00% | 1.80K shares | 225K | $112.17 | 1.80K |
| Q4 2016 | share | Decrease | -100.00% | -2.79K shares | -248K | $81.47 | 0 |
| Q3 2016 | share | Increase | 0.00% | 2.79K shares | 248K | $77.3 | 2.79K |
| Q2 2016 | share | Decrease | -100.00% | -3.77K shares | -289K | $65.38 | 0 |
| Q1 2016 | share | Increase | 0.00% | 3.77K shares | 289K | $65.37 | 3.77K |