PERSONAL CAPITAL ADVISORS CORP – Caterpillar Inc. Transaction History
PERSONAL CAPITAL ADVISORS CORP portfolio value:
$1.05M
portfolio value
PERSONAL CAPITAL ADVISORS CORP 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 | +7.96% | 476 shares | -10K | $164.08 | 6.45K |
| Q2 2022 | share | Increase | +21.13% | 1.04K shares | -31K | $178.76 | 5.97K |
| Q1 2022 | share | Decrease | -10.79% | -597 shares | -22K | $222.82 | 4.93K |
| Q4 2021 | share | Increase | +3.11% | 167 shares | 92K | $206.08 | 5.53K |
| Q3 2021 | share | Increase | +0.34% | 18 shares | -134K | $190.91 | 5.36K |
| Q2 2021 | share | Decrease | -6.16% | -351 shares | -157K | $215.26 | 5.34K |
| Q1 2021 | share | Increase | +24.57% | 1.12K shares | 488K | $228.32 | 5.69K |
| Q4 2020 | share | Increase | +25.96% | 943 shares | 291K | $178.29 | 4.57K |
| Q3 2020 | share | Increase | +10.29% | 339 shares | 125K | $145.2 | 3.63K |
| Q2 2020 | share | Decrease | -18.00% | -723 shares | -16K | $122.23 | 3.29K |
| Q1 2020 | share | Decrease | -12.18% | -557 shares | -242K | $111.14 | 4.01K |
| Q4 2019 | share | Increase | +31.11% | 1.08K shares | 235K | $140.47 | 4.57K |
| Q3 2019 | share | Increase | +63.45% | 1.35K shares | 149K | $119.2 | 3.48K |
| Q2 2019 | share | Decrease | -10.52% | -251 shares | -32K | $127.65 | 2.13K |
| Q1 2019 | share | 0.00% | 0 shares | 20K | $126.15 | 2.38K | |
| Q4 2018 | share | Decrease | -4.75% | -119 shares | -79K | $117.57 | 2.38K |
| Q3 2018 | share | Increase | +6.28% | 148 shares | 62K | $140.17 | 2.50K |
| Q2 2018 | share | Increase | +6.27% | 139 shares | -7K | $123.94 | 2.35K |
| Q1 2018 | share | Decrease | -7.24% | -173 shares | -50K | $133.96 | 2.21K |
| Q4 2017 | share | Increase | +8.44% | 186 shares | 102K | $142.58 | 2.39K |
| Q3 2017 | share | Decrease | -1.74% | -39 shares | 34K | $112.17 | 2.20K |
| Q2 2017 | share | Decrease | -14.58% | -383 shares | -3K | $95.96 | 2.24K |
| Q1 2017 | share | Increase | 0.00% | 2.62K shares | 244K | $82.16 | 2.62K |