COOPER/HAIMS ADVISORS, LLC – Caterpillar Inc. Transaction History
COOPER/HAIMS ADVISORS, LLC portfolio value:
$328,000
portfolio value
COOPER/HAIMS 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 | -3.85% | -80 shares | -43K | $164.08 | 1.99K |
| Q2 2022 | share | Increase | +6.02% | 118 shares | -66K | $178.76 | 2.07K |
| Q1 2022 | share | Increase | +4.20% | 79 shares | 48K | $222.82 | 1.95K |
| Q4 2021 | share | Increase | +4.85% | 87 shares | 45K | $206.08 | 1.88K |
| Q3 2021 | share | 0.00% | 0 shares | -46K | $190.91 | 1.79K | |
| Q2 2021 | share | Decrease | -6.27% | -120 shares | -53K | $215.26 | 1.79K |
| Q1 2021 | share | Increase | 0.00% | 1.91K shares | 443K | $228.32 | 1.91K |
| Q1 2020 | share | Decrease | -100.00% | -1.56K shares | -231K | $111.14 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.56K shares | 231K | $140.47 | 1.56K |
| Q3 2019 | share | Decrease | -100.00% | -1.56K shares | -214K | $119.2 | 0 |
| Q2 2019 | share | Decrease | -43.37% | -1.2K shares | -161K | $127.65 | 1.56K |
| Q1 2019 | share | 0.00% | 0 shares | 23K | $126.15 | 2.76K | |
| Q4 2018 | share | Decrease | -0.50% | -14 shares | -72K | $117.57 | 2.76K |
| Q3 2018 | share | Increase | +0.51% | 14 shares | 49K | $140.17 | 2.78K |
| Q2 2018 | share | Decrease | -5.14% | -150 shares | -55K | $123.94 | 2.76K |
| Q1 2018 | share | 0.00% | 0 shares | -30K | $133.96 | 2.91K | |
| Q4 2017 | share | Increase | 0.00% | 2.91K shares | 460K | $142.58 | 2.91K |