BEACON INVESTMENT ADVISORY SERVICES, INC. – Caterpillar Inc. Transaction History
BEACON INVESTMENT ADVISORY SERVICES, INC. portfolio value:
$2.75M
portfolio value
BEACON INVESTMENT ADVISORY SERVICES, INC. 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 | -31.98% | -7.88K shares | -1.65M | $164.08 | 16.77K |
| Q2 2022 | share | Increase | +4.34% | 1.02K shares | -858K | $178.76 | 24.65K |
| Q1 2022 | share | Increase | +35.94% | 6.24K shares | 1.67M | $222.82 | 23.63K |
| Q4 2021 | share | Decrease | -4.53% | -825 shares | 98K | $206.08 | 17.38K |
| Q3 2021 | share | Increase | +3.32% | 586 shares | -340K | $190.91 | 18.21K |
| Q2 2021 | share | Increase | +14.20% | 2.19K shares | 257K | $215.26 | 17.62K |
| Q1 2021 | share | Increase | 0.00% | 15.43K shares | 3.57M | $228.32 | 15.43K |
| Q1 2020 | share | Decrease | -100.00% | -1.7K shares | -251K | $111.14 | 0 |
| Q4 2019 | share | Decrease | -22.09% | -482 shares | -25K | $140.47 | 1.7K |
| Q3 2019 | share | Increase | 0.00% | 2.18K shares | 276K | $119.2 | 2.18K |