D. SCOTT NEAL, INC. – Caterpillar Inc. Transaction History
D. SCOTT NEAL, INC. portfolio value:
$1.24M
portfolio value
D. SCOTT NEAL, INC. 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 | -111K | $164.08 | 7.56K | |
| Q2 2022 | share | Decrease | -1.31% | -100 shares | -355K | $178.76 | 7.56K |
| Q1 2022 | share | 0.00% | 0 shares | 123K | $222.82 | 7.66K | |
| Q4 2021 | share | 0.00% | 0 shares | 113K | $206.08 | 7.66K | |
| Q3 2021 | share | Increase | +1.48% | 112 shares | -172K | $190.91 | 7.66K |
| Q2 2021 | share | Increase | +0.47% | 35 shares | -99K | $215.26 | 7.54K |
| Q1 2021 | share | Decrease | -6.24% | -500 shares | 283K | $228.32 | 7.51K |
| Q4 2020 | share | Decrease | -0.37% | -30 shares | 259K | $178.29 | 8.01K |
| Q3 2020 | share | 0.00% | 0 shares | 182K | $145.2 | 8.04K | |
| Q2 2020 | share | 0.00% | 0 shares | 85K | $122.23 | 8.04K | |
| Q1 2020 | share | 0.00% | 0 shares | -255K | $111.14 | 8.04K | |
| Q4 2019 | share | 0.00% | 0 shares | 172K | $140.47 | 8.04K | |
| Q3 2019 | share | Decrease | -0.10% | -8 shares | -81K | $119.2 | 8.04K |
| Q2 2019 | share | 0.00% | 0 shares | 6K | $127.65 | 8.05K | |
| Q1 2019 | share | Increase | +0.10% | 8 shares | 69K | $126.15 | 8.05K |
| Q4 2018 | share | Decrease | -0.27% | -22 shares | -208K | $117.57 | 8.04K |
| Q3 2018 | share | 0.00% | 0 shares | 136K | $140.17 | 8.06K | |
| Q2 2018 | share | Increase | +0.32% | 26 shares | -91K | $123.94 | 8.06K |
| Q1 2018 | share | 0.00% | 0 shares | -82K | $133.96 | 8.04K | |
| Q4 2017 | share | 0.00% | 0 shares | 264K | $142.58 | 8.04K | |
| Q3 2017 | share | 0.00% | 0 shares | 139K | $112.17 | 8.04K | |
| Q2 2017 | share | 0.00% | 0 shares | 118K | $95.96 | 8.04K | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $82.16 | 8.04K | |
| Q4 2016 | share | 0.00% | 0 shares | 32K | $81.47 | 8.04K | |
| Q3 2016 | share | Decrease | -0.65% | -53 shares | 100K | $77.3 | 8.04K |
| Q2 2016 | share | Increase | +0.66% | 53 shares | -1K | $65.38 | 8.09K |
| Q1 2016 | share | 0.00% | 0 shares | 69K | $65.37 | 8.04K |