ARETE WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$752,000
portfolio value
ARETE WEALTH 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 | Increase | +40.64% | 1.32K shares | 169K | $164.08 | 4.58K |
| Q2 2022 | share | Increase | +6.71% | 205 shares | -98K | $178.76 | 3.26K |
| Q1 2022 | share | Increase | +3.00% | 89 shares | 67K | $222.82 | 3.05K |
| Q4 2021 | share | Decrease | -12.20% | -412 shares | -34K | $206.08 | 2.96K |
| Q3 2021 | share | Increase | +9.14% | 283 shares | 95K | $190.91 | 3.37K |
| Q2 2021 | share | Increase | +104.16% | 1.57K shares | 202K | $215.26 | 3.09K |
| Q1 2021 | share | Increase | +36.21% | 403 shares | 148K | $228.32 | 1.51K |
| Q4 2020 | share | Increase | 0.00% | 1.11K shares | 203K | $178.29 | 1.11K |
| Q4 2018 | share | Decrease | -100.00% | -1.67K shares | -256K | $117.57 | 0 |
| Q3 2018 | share | Decrease | -0.65% | -11 shares | 27K | $140.17 | 1.67K |
| Q2 2018 | share | Decrease | -74.64% | -4.97K shares | -753K | $123.94 | 1.68K |
| Q1 2018 | share | Increase | +279.70% | 4.90K shares | 706K | $133.96 | 6.66K |
| Q4 2017 | share | Decrease | -90.23% | -16.20K shares | -1.96M | $142.58 | 1.75K |
| Q3 2017 | share | Decrease | -1.42% | -259 shares | 281K | $112.17 | 17.95K |
| Q2 2017 | share | Decrease | -42.94% | -13.70K shares | -1.00M | $95.96 | 18.21K |
| Q1 2017 | share | Increase | +0.21% | 68 shares | 7K | $82.16 | 31.92K |
| Q4 2016 | share | Increase | 0.00% | 31.85K shares | 2.95M | $81.47 | 31.85K |