PURE FINANCIAL ADVISORS, LLC – Caterpillar Inc. Transaction History
PURE FINANCIAL ADVISORS, LLC portfolio value:
$1.48M
portfolio value
PURE FINANCIAL 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 | Increase | +1.55% | 138 shares | -107K | $164.08 | 9.03K |
| Q2 2022 | share | Increase | +0.95% | 84 shares | -374K | $178.76 | 8.89K |
| Q1 2022 | share | Increase | +456.73% | 7.23K shares | 1.63M | $222.82 | 8.81K |
| Q4 2021 | share | Increase | +6.38% | 95 shares | 41K | $206.08 | 1.58K |
| Q3 2021 | share | Increase | +7.28% | 101 shares | -16K | $190.91 | 1.48K |
| Q2 2021 | share | Decrease | -26.46% | -499 shares | -135K | $215.26 | 1.38K |
| Q1 2021 | share | Decrease | -3.97% | -78 shares | 80K | $228.32 | 1.88K |
| Q4 2020 | share | Increase | +41.91% | 580 shares | 151K | $178.29 | 1.96K |
| Q3 2020 | share | Increase | 0.00% | 1.38K shares | 206K | $145.2 | 1.38K |
| Q1 2019 | share | Decrease | -100.00% | -1.62K shares | -206K | $126.15 | 0 |
| Q4 2018 | share | 0.00% | 0 shares | -42K | $117.57 | 1.62K | |
| Q3 2018 | share | Increase | 0.00% | 1.62K shares | 248K | $140.17 | 1.62K |
| Q4 2017 | share | Decrease | -100.00% | -2.02K shares | -252K | $142.58 | 0 |
| Q3 2017 | share | Increase | 0.00% | 2.02K shares | 252K | $112.17 | 2.02K |