LVW ADVISORS, LLC – Caterpillar Inc. Transaction History
LVW ADVISORS, LLC portfolio value:
$232,000
portfolio value
LVW 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 | +5.44% | 73 shares | -8K | $164.08 | 1.41K |
| Q2 2022 | share | Increase | 0.00% | 1.34K shares | 240K | $178.76 | 1.34K |
| Q3 2021 | share | Decrease | -100.00% | -917 shares | -200K | $190.91 | 0 |
| Q2 2021 | share | 0.00% | 0 shares | -13K | $215.26 | 917 | |
| Q1 2021 | share | Increase | 0.00% | 917 shares | 213K | $228.32 | 917 |
| Q3 2020 | share | Decrease | -100.00% | -1.98K shares | -252K | $145.2 | 0 |
| Q2 2020 | share | Decrease | -3.02% | -62 shares | 14K | $122.23 | 1.98K |
| Q1 2020 | share | Increase | 0.00% | 2.05K shares | 238K | $111.14 | 2.05K |
| Q4 2019 | share | Decrease | -100.00% | -2K shares | -253K | $140.47 | 0 |
| Q3 2019 | share | Increase | +28.53% | 444 shares | 41K | $119.2 | 2K |
| Q2 2019 | share | Increase | 0.00% | 1.55K shares | 212K | $127.65 | 1.55K |