JOEL ISAACSON & CO., LLC – Caterpillar Inc. Transaction History
JOEL ISAACSON & CO., LLC portfolio value:
$397,000
portfolio value
JOEL ISAACSON & CO., 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 | +106.83% | 1.25K shares | 188K | $164.08 | 2.42K |
| Q2 2022 | share | Increase | +0.17% | 2 shares | -60K | $178.76 | 1.17K |
| Q1 2022 | share | Increase | +0.17% | 2 shares | 28K | $222.82 | 1.16K |
| Q4 2021 | share | Increase | 0.00% | 1.16K shares | 241K | $206.08 | 1.16K |
| Q3 2021 | share | Decrease | -100.00% | -1.01K shares | -220K | $190.91 | 0 |
| Q2 2021 | share | Decrease | -0.10% | -1 shares | -15K | $215.26 | 1.01K |
| Q1 2021 | share | Increase | 0.00% | 1.01K shares | 235K | $228.32 | 1.01K |
| Q2 2018 | share | Decrease | -100.00% | -1.85K shares | -273K | $123.94 | 0 |
| Q1 2018 | share | Increase | 0.00% | 1.85K shares | 273K | $133.96 | 1.85K |
| Q1 2017 | share | Decrease | -100.00% | -983 shares | -91K | $82.16 | 0 |
| Q4 2016 | share | Increase | +0.10% | 1 shares | 4K | $81.47 | 983 |
| Q3 2016 | share | Increase | +0.10% | 1 shares | 13K | $77.3 | 982 |
| Q2 2016 | share | Increase | +0.10% | 1 shares | -1K | $65.38 | 981 |
| Q1 2016 | share | Increase | +0.20% | 2 shares | 9K | $65.37 | 980 |