FIRST PERSONAL FINANCIAL SERVICES – Caterpillar Inc. Transaction History
FIRST PERSONAL FINANCIAL SERVICES portfolio value:
$58,000
portfolio value
FIRST PERSONAL FINANCIAL SERVICES 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 | -5K | $164.08 | 353 | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $178.76 | 353 | |
| Q1 2022 | share | 0.00% | 0 shares | 6K | $222.82 | 353 | |
| Q4 2021 | share | Decrease | -66.48% | -700 shares | -129K | $206.08 | 353 |
| Q3 2021 | share | 0.00% | 0 shares | -27K | $190.91 | 1.05K | |
| Q2 2021 | share | Decrease | -9.46% | -110 shares | -41K | $215.26 | 1.05K |
| Q1 2021 | share | 0.00% | 0 shares | 58K | $228.32 | 1.16K | |
| Q4 2020 | share | Increase | +9.00% | 96 shares | 53K | $178.29 | 1.16K |
| Q3 2020 | share | Decrease | -1.30% | -14 shares | 22K | $145.2 | 1.06K |
| Q2 2020 | share | 0.00% | 0 shares | 12K | $122.23 | 1.08K | |
| Q1 2020 | share | Decrease | -2.52% | -28 shares | -39K | $111.14 | 1.08K |
| Q4 2019 | share | Decrease | -0.27% | -3 shares | 24K | $140.47 | 1.10K |
| Q3 2019 | share | Decrease | -0.09% | -1 shares | -12K | $119.2 | 1.11K |
| Q2 2019 | share | Increase | +2.68% | 29 shares | 5K | $127.65 | 1.11K |
| Q1 2019 | share | Decrease | -1.28% | -14 shares | 7K | $126.15 | 1.08K |
| Q4 2018 | share | Increase | +10.24% | 102 shares | -12K | $117.57 | 1.09K |
| Q3 2018 | share | Increase | +6.75% | 63 shares | 25K | $140.17 | 996 |
| Q2 2018 | share | Decrease | -39.69% | -614 shares | -101K | $123.94 | 933 |
| Q1 2018 | share | Decrease | -13.91% | -250 shares | -55K | $133.96 | 1.54K |
| Q4 2017 | share | Increase | +39.63% | 510 shares | 122K | $142.58 | 1.79K |
| Q3 2017 | share | Decrease | -19.01% | -302 shares | -10K | $112.17 | 1.28K |
| Q2 2017 | share | Increase | +32.64% | 391 shares | 60K | $95.96 | 1.58K |
| Q1 2017 | share | Increase | +167.41% | 750 shares | 69K | $82.16 | 1.19K |
| Q4 2016 | share | 0.00% | 0 shares | 2K | $81.47 | 448 | |
| Q3 2016 | share | Increase | +18.83% | 71 shares | 11K | $77.3 | 448 |
| Q2 2016 | share | Increase | +16.00% | 52 shares | 4K | $65.38 | 377 |
| Q1 2016 | share | Decrease | -53.57% | -375 shares | -23K | $65.37 | 325 |