INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Caterpillar Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$181,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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 | +0.55% | 6 shares | -15K | $164.08 | 1.10K |
| Q2 2022 | share | Increase | +0.55% | 6 shares | -47K | $178.76 | 1.09K |
| Q1 2022 | share | Increase | +0.55% | 6 shares | 19K | $222.82 | 1.08K |
| Q4 2021 | share | Increase | +0.46% | 5 shares | 17K | $206.08 | 1.08K |
| Q3 2021 | share | Increase | +0.56% | 6 shares | -26K | $190.91 | 1.07K |
| Q2 2021 | share | Increase | +0.37% | 4 shares | -15K | $215.26 | 1.07K |
| Q1 2021 | share | Increase | +0.47% | 5 shares | 55K | $228.32 | 1.06K |
| Q4 2020 | share | Increase | +0.57% | 6 shares | 35K | $178.29 | 1.06K |
| Q3 2020 | share | Decrease | -2.22% | -24 shares | 21K | $145.2 | 1.05K |
| Q2 2020 | share | Increase | +0.93% | 10 shares | 13K | $122.23 | 1.08K |
| Q1 2020 | share | Decrease | -9.47% | -112 shares | -51K | $111.14 | 1.07K |
| Q4 2019 | share | Increase | +0.68% | 8 shares | 27K | $140.47 | 1.18K |
| Q3 2019 | share | Decrease | -10.71% | -141 shares | -31K | $119.2 | 1.17K |
| Q2 2019 | share | Increase | +0.61% | 8 shares | 2K | $127.65 | 1.31K |
| Q1 2019 | share | Decrease | -7.23% | -102 shares | -2K | $126.15 | 1.30K |
| Q4 2018 | share | Increase | +15.95% | 194 shares | -6K | $117.57 | 1.41K |
| Q3 2018 | share | Increase | +0.58% | 7 shares | 21K | $140.17 | 1.21K |
| Q2 2018 | share | Decrease | -6.86% | -89 shares | -27K | $123.94 | 1.20K |
| Q1 2018 | share | Increase | 0.00% | 1.29K shares | 191K | $133.96 | 1.29K |