SUMMIT FINANCIAL STRATEGIES, INC. – Caterpillar Inc. Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$375,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. 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 | -33K | $164.08 | 2.28K | |
| Q2 2022 | share | 0.00% | 0 shares | -101K | $178.76 | 2.28K | |
| Q1 2022 | share | Decrease | -1.55% | -36 shares | 29K | $222.82 | 2.28K |
| Q4 2021 | share | Decrease | -31.94% | -1.08K shares | -174K | $206.08 | 2.32K |
| Q3 2021 | share | Increase | +1.07% | 36 shares | -80K | $190.91 | 3.40K |
| Q2 2021 | share | Increase | +137.70% | 1.95K shares | 405K | $215.26 | 3.37K |
| Q1 2021 | share | Increase | +0.07% | 1 shares | 71K | $228.32 | 1.41K |
| Q4 2020 | share | Increase | +0.07% | 1 shares | 47K | $178.29 | 1.41K |
| Q3 2020 | share | Increase | 0.00% | 1.41K shares | 211K | $145.2 | 1.41K |
| Q1 2020 | share | Decrease | -100.00% | -1.41K shares | -209K | $111.14 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.41K shares | 209K | $140.47 | 1.41K |