HERITAGE WEALTH ADVISORS – Caterpillar Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$419,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | 0.00% | 0 shares | -38K | $164.08 | 2.55K | |
| Q2 2022 | share | 0.00% | 0 shares | -113K | $178.76 | 2.55K | |
| Q1 2022 | share | Decrease | -1.16% | -30 shares | 35K | $222.82 | 2.55K |
| Q4 2021 | share | 0.00% | 0 shares | 38.19K | $206.08 | 2.58K | |
| Q3 2021 | share | Increase | +1.17% | 30 shares | -59.82K | $190.91 | 2.58K |
| Q2 2021 | share | Increase | +43.19% | 771 shares | 142.37K | $215.26 | 2.55K |
| Q1 2021 | share | 0.00% | 0 shares | 88.88K | $228.32 | 1.78K | |
| Q4 2020 | share | 0.00% | 0 shares | 58.76K | $178.29 | 1.78K | |
| Q3 2020 | share | 0.00% | 0 shares | 40.43K | $145.2 | 1.78K | |
| Q2 2020 | share | Increase | +27.50% | 385 shares | 63.34K | $122.23 | 1.78K |
| Q1 2020 | share | 0.00% | 0 shares | -44.29K | $111.14 | 1.4K | |
| Q4 2019 | share | 0.00% | 0 shares | 30.75K | $140.47 | 1.4K | |
| Q3 2019 | share | Increase | 0.00% | 1.4K shares | 176K | $119.2 | 1.4K |
| Q2 2019 | share | Decrease | -100.00% | -56 shares | -7.61K | $127.65 | 0 |
| Q1 2019 | share | 0.00% | 0 shares | 611 | $126.15 | 56 | |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $117.57 | 56 | |
| Q3 2018 | share | Increase | 0.00% | 56 shares | 8K | $140.17 | 56 |