PLANCORP, LLC – Caterpillar Inc. Transaction History
PLANCORP, LLC portfolio value:
$254,000
portfolio value
PLANCORP, 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 | Decrease | -2.27% | -36 shares | -29K | $164.08 | 1.55K |
| Q2 2022 | share | Decrease | -0.44% | -7 shares | -72K | $178.76 | 1.58K |
| Q1 2022 | share | Decrease | -21.29% | -431 shares | -64K | $222.82 | 1.59K |
| Q4 2021 | share | Increase | +20.55% | 345 shares | 97K | $206.08 | 2.02K |
| Q3 2021 | share | Increase | +9.88% | 151 shares | -10K | $190.91 | 1.67K |
| Q2 2021 | share | Decrease | -1.29% | -20 shares | -27K | $215.26 | 1.52K |
| Q1 2021 | share | Increase | +0.72% | 11 shares | 79K | $228.32 | 1.54K |
| Q4 2020 | share | Increase | +7.56% | 108 shares | 67K | $178.29 | 1.53K |
| Q3 2020 | share | Decrease | -25.07% | -478 shares | -28K | $145.2 | 1.42K |
| Q2 2020 | share | Increase | +1.71% | 32 shares | 23K | $122.23 | 1.90K |
| Q1 2020 | share | Decrease | -11.56% | -245 shares | -95K | $111.14 | 1.87K |
| Q4 2019 | share | Increase | +1.63% | 34 shares | 50K | $140.47 | 2.12K |
| Q3 2019 | share | Increase | +5.14% | 102 shares | -7K | $119.2 | 2.08K |
| Q2 2019 | share | Decrease | -67.28% | -4.07K shares | -551K | $127.65 | 1.98K |
| Q1 2019 | share | Increase | +1.68% | 100 shares | 63K | $126.15 | 6.06K |
| Q4 2018 | share | Increase | +0.52% | 31 shares | -147K | $117.57 | 5.96K |
| Q3 2018 | share | Increase | +0.87% | 51 shares | 107K | $140.17 | 5.93K |
| Q2 2018 | share | Increase | +0.02% | 1 shares | -69K | $123.94 | 5.88K |
| Q1 2018 | share | Decrease | -0.91% | -54 shares | -68K | $133.96 | 5.88K |
| Q4 2017 | share | Increase | +3.33% | 191 shares | 221K | $142.58 | 5.93K |
| Q3 2017 | share | Decrease | -12.87% | -848 shares | 5K | $112.17 | 5.74K |
| Q2 2017 | share | Decrease | -3.99% | -274 shares | 72K | $95.96 | 6.59K |
| Q1 2017 | share | Increase | +1.55% | 105 shares | 10K | $82.16 | 6.86K |
| Q4 2016 | share | Increase | 0.00% | 6.76K shares | 627K | $81.47 | 6.76K |
| Q1 2016 | share | Decrease | -100.00% | -4.08K shares | -277K | $65.37 | 0 |