SEQUOIA FINANCIAL ADVISORS, LLC – Caterpillar Inc. Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$1.52M
portfolio value
SEQUOIA FINANCIAL 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 | Decrease | -9.16% | -935 shares | -296K | $164.08 | 9.27K |
| Q2 2022 | share | Decrease | -2.92% | -307 shares | -519K | $178.76 | 10.21K |
| Q1 2022 | share | Increase | +41.52% | 3.08K shares | 808K | $222.82 | 10.51K |
| Q4 2021 | share | Increase | +404.89% | 5.96K shares | 1.25M | $206.08 | 7.43K |
| Q3 2021 | share | Decrease | -75.63% | -4.56K shares | -1.03M | $190.91 | 1.47K |
| Q2 2021 | share | Increase | +1.75% | 104 shares | -62K | $215.26 | 6.04K |
| Q1 2021 | share | Decrease | -35.22% | -3.22K shares | -292K | $228.32 | 5.93K |
| Q4 2020 | share | Increase | +1.48% | 134 shares | 321K | $178.29 | 9.16K |
| Q3 2020 | share | Decrease | -0.34% | -31 shares | 201K | $145.2 | 9.02K |
| Q2 2020 | share | Increase | +6.56% | 558 shares | 159K | $122.23 | 9.06K |
| Q1 2020 | share | Increase | +15.56% | 1.14K shares | -100K | $111.14 | 8.50K |
| Q4 2019 | share | Decrease | -9.96% | -814 shares | 55K | $140.47 | 7.35K |
| Q3 2019 | share | Increase | +71.59% | 3.40K shares | 383K | $119.2 | 8.17K |
| Q2 2019 | share | Decrease | -2.82% | -138 shares | -15K | $127.65 | 4.76K |
| Q1 2019 | share | Increase | +80.95% | 2.19K shares | 320K | $126.15 | 4.9K |
| Q4 2018 | share | Increase | +15.19% | 357 shares | -15K | $117.57 | 2.70K |
| Q3 2018 | share | Increase | +8.54% | 185 shares | 65K | $140.17 | 2.35K |
| Q2 2018 | share | Increase | +4.84% | 100 shares | -10K | $123.94 | 2.16K |
| Q1 2018 | share | Increase | +42.68% | 618 shares | 76K | $133.96 | 2.06K |
| Q4 2017 | share | Increase | 0.00% | 1.44K shares | 228K | $142.58 | 1.44K |