TRUE PRIVATE WEALTH ADVISORS – Caterpillar Inc. Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$720,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS 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 | -4.89% | -226 shares | -105K | $164.08 | 4.39K |
| Q2 2022 | share | Increase | +13.02% | 532 shares | -84K | $178.76 | 4.61K |
| Q1 2022 | share | Decrease | -0.66% | -27 shares | 59K | $222.82 | 4.08K |
| Q4 2021 | share | Decrease | -0.24% | -10 shares | 59K | $206.08 | 4.11K |
| Q3 2021 | share | Increase | +3.13% | 125 shares | -79K | $190.91 | 4.12K |
| Q2 2021 | share | Increase | +2.04% | 80 shares | -38K | $215.26 | 3.99K |
| Q1 2021 | share | Increase | +1.82% | 70 shares | 208K | $228.32 | 3.91K |
| Q4 2020 | share | Decrease | -2.51% | -99 shares | 112K | $178.29 | 3.84K |
| Q3 2020 | share | Increase | +0.03% | 1 shares | 89K | $145.2 | 3.94K |
| Q2 2020 | share | Decrease | -33.84% | -2.01K shares | -193K | $122.23 | 3.94K |
| Q1 2020 | share | Decrease | -0.60% | -36 shares | -194K | $111.14 | 5.96K |
| Q4 2019 | share | Increase | +51.52% | 2.04K shares | 386K | $140.47 | 6K |
| Q3 2019 | share | Decrease | -5.62% | -236 shares | -71K | $119.2 | 3.96K |
| Q2 2019 | share | Increase | +9.50% | 364 shares | 52K | $127.65 | 4.19K |
| Q1 2019 | share | Increase | +32.23% | 934 shares | 151K | $126.15 | 3.83K |
| Q4 2018 | share | Increase | +27.50% | 625 shares | 21.44K | $117.57 | 2.89K |
| Q3 2018 | share | Decrease | -17.67% | -488 shares | -27.44K | $140.17 | 2.27K |
| Q2 2018 | share | Increase | +1.36% | 37 shares | -27K | $123.94 | 2.76K |
| Q1 2018 | share | Increase | +20.69% | 467 shares | 46K | $133.96 | 2.72K |
| Q4 2017 | share | Increase | 0.00% | 2.25K shares | 355K | $142.58 | 2.25K |