KESTRA PRIVATE WEALTH SERVICES, LLC – Caterpillar Inc. Transaction History
KESTRA PRIVATE WEALTH SERVICES, LLC portfolio value:
$4.80M
portfolio value
KESTRA PRIVATE WEALTH SERVICES, 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 | Increase | +1.79% | 516 shares | -337K | $164.08 | 29.27K |
| Q2 2022 | share | Increase | +0.58% | 165 shares | -1.23M | $178.76 | 28.76K |
| Q1 2022 | share | Increase | +2.69% | 748 shares | 614K | $222.82 | 28.59K |
| Q4 2021 | share | Increase | +14.03% | 3.42K shares | 1.06M | $206.08 | 27.84K |
| Q3 2021 | share | Increase | +10.53% | 2.32K shares | -120K | $190.91 | 24.42K |
| Q2 2021 | share | Increase | +11.92% | 2.35K shares | 231K | $215.26 | 22.09K |
| Q1 2021 | share | Decrease | -2.64% | -536 shares | 927K | $228.32 | 19.74K |
| Q4 2020 | share | Decrease | -0.25% | -51 shares | 618K | $178.29 | 20.27K |
| Q3 2020 | share | Increase | 0.00% | 20.32K shares | 3.03M | $145.2 | 20.32K |