RIVER WEALTH ADVISORS LLC – Caterpillar Inc. Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$1.06M
portfolio value
RIVER 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 | Decrease | -2.12% | -141 shares | -121K | $164.08 | 6.49K |
| Q2 2022 | share | Increase | +35.41% | 1.73K shares | 95K | $178.76 | 6.63K |
| Q1 2022 | share | Increase | +4.25% | 200 shares | 120K | $222.82 | 4.90K |
| Q4 2021 | share | Increase | +0.06% | 3 shares | 70K | $206.08 | 4.70K |
| Q3 2021 | share | Decrease | -0.72% | -34 shares | -128K | $190.91 | 4.69K |
| Q2 2021 | share | Decrease | -4.05% | -200 shares | -114K | $215.26 | 4.73K |
| Q1 2021 | share | Decrease | -0.48% | -24 shares | 242K | $228.32 | 4.93K |
| Q4 2020 | share | Decrease | -1.69% | -85 shares | 150K | $178.29 | 4.95K |
| Q3 2020 | share | Decrease | -0.08% | -4 shares | 114K | $145.2 | 5.04K |
| Q2 2020 | share | Decrease | -0.06% | -3 shares | 52K | $122.23 | 5.04K |
| Q1 2020 | share | Decrease | -0.36% | -18 shares | -162K | $111.14 | 5.04K |
| Q4 2019 | share | Decrease | -1.94% | -100 shares | 95K | $140.47 | 5.06K |
| Q3 2019 | share | Increase | +1.53% | 78 shares | -41K | $119.2 | 5.16K |
| Q2 2019 | share | Increase | +2.46% | 122 shares | 21K | $127.65 | 5.08K |
| Q1 2019 | share | Increase | +2.69% | 130 shares | 58K | $126.15 | 4.96K |
| Q4 2018 | share | Increase | +0.73% | 35 shares | -117K | $117.57 | 4.83K |
| Q3 2018 | share | Decrease | -6.06% | -310 shares | 38K | $140.17 | 4.80K |
| Q2 2018 | share | Decrease | -3.40% | -180 shares | -86K | $123.94 | 5.11K |
| Q1 2018 | share | Increase | +41.42% | 1.55K shares | 190K | $133.96 | 5.29K |
| Q4 2017 | share | Decrease | -2.60% | -100 shares | 111K | $142.58 | 3.74K |
| Q3 2017 | share | Decrease | -4.59% | -185 shares | 46K | $112.17 | 3.84K |
| Q2 2017 | share | Increase | +5.78% | 220 shares | 80K | $95.96 | 4.02K |
| Q1 2017 | share | Decrease | -23.54% | -1.17K shares | -109K | $82.16 | 3.80K |
| Q4 2016 | share | Decrease | -5.95% | -315 shares | -8K | $81.47 | 4.97K |
| Q3 2016 | share | Decrease | -9.49% | -555 shares | 27K | $77.3 | 5.29K |
| Q2 2016 | share | Decrease | -6.63% | -415 shares | -36K | $65.38 | 5.84K |
| Q1 2016 | share | Decrease | -6.81% | -458 shares | 22K | $65.37 | 6.26K |