MARK SHEPTOFF FINANCIAL PLANNING, LLC – Caterpillar Inc. Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$22,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, 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 | 0.00% | 0 shares | -2K | $164.08 | 132 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $178.76 | 132 | |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $222.82 | 132 | |
| Q4 2021 | share | Increase | +153.85% | 80 shares | 17K | $206.08 | 132 |
| Q3 2021 | share | Decrease | -80.52% | -215 shares | -48K | $190.91 | 52 |
| Q2 2021 | share | Decrease | -74.62% | -785 shares | -186K | $215.26 | 267 |
| Q1 2021 | share | Increase | +494.35% | 875 shares | 212K | $228.32 | 1.05K |
| Q4 2020 | share | Increase | +254.00% | 127 shares | 25K | $178.29 | 177 |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $145.2 | 50 | |
| Q2 2020 | share | Increase | 0.00% | 50 shares | 6K | $122.23 | 50 |
| Q3 2019 | share | Decrease | -100.00% | -200 shares | -27K | $119.2 | 0 |
| Q2 2019 | share | Decrease | -4.76% | -10 shares | -1K | $127.65 | 200 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $126.15 | 210 | |
| Q4 2018 | share | Decrease | -74.85% | -625 shares | -100K | $117.57 | 210 |
| Q3 2018 | share | Increase | +27.68% | 181 shares | 38K | $140.17 | 835 |
| Q2 2018 | share | Increase | +0.15% | 1 shares | -7K | $123.94 | 654 |
| Q1 2018 | share | Decrease | -7.11% | -50 shares | -15K | $133.96 | 653 |
| Q4 2017 | share | Decrease | -22.06% | -199 shares | -2K | $142.58 | 703 |
| Q3 2017 | share | 0.00% | 0 shares | 16K | $112.17 | 902 | |
| Q2 2017 | share | Decrease | -24.90% | -299 shares | -14K | $95.96 | 902 |
| Q1 2017 | share | Decrease | -77.76% | -4.19K shares | -390K | $82.16 | 1.20K |
| Q4 2016 | share | Increase | 0.00% | 5.4K shares | 501K | $81.47 | 5.4K |