CAPITAL PLANNING ADVISORS, LLC – Caterpillar Inc. Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$340,000
portfolio value
CAPITAL PLANNING 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 | -12.04% | -284 shares | -82K | $164.08 | 2.07K |
| Q2 2022 | share | Increase | +3.15% | 72 shares | -87K | $178.76 | 2.35K |
| Q1 2022 | share | Increase | +5.54% | 120 shares | 61K | $222.82 | 2.28K |
| Q4 2021 | share | 0.00% | 0 shares | 32K | $206.08 | 2.16K | |
| Q3 2021 | share | 0.00% | 0 shares | -55K | $190.91 | 2.16K | |
| Q2 2021 | share | Increase | +84.34% | 991 shares | 199K | $215.26 | 2.16K |
| Q1 2021 | share | Increase | 0.00% | 1.17K shares | 272K | $228.32 | 1.17K |