WEALTHCARE ADVISORY PARTNERS LLC – Caterpillar Inc. Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$1.45M
portfolio value
WEALTHCARE ADVISORY PARTNERS 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 | +3.44% | 296 shares | -77K | $164.08 | 8.88K |
| Q2 2022 | share | Increase | +1.30% | 110 shares | -354K | $178.76 | 8.59K |
| Q1 2022 | share | Increase | +8.34% | 653 shares | 271K | $222.82 | 8.48K |
| Q4 2021 | share | Increase | +2.21% | 169 shares | 148K | $206.08 | 7.83K |
| Q3 2021 | share | Increase | +6.74% | 484 shares | -91K | $190.91 | 7.66K |
| Q2 2021 | share | Increase | +0.55% | 39 shares | -93K | $215.26 | 7.17K |
| Q1 2021 | share | Increase | +6.02% | 405 shares | 429K | $228.32 | 7.13K |
| Q4 2020 | share | Increase | +6.77% | 427 shares | 285K | $178.29 | 6.73K |
| Q3 2020 | share | Decrease | -2.46% | -159 shares | 123K | $145.2 | 6.30K |
| Q2 2020 | share | Decrease | -4.04% | -272 shares | 36K | $122.23 | 6.46K |
| Q1 2020 | share | Decrease | -1.25% | -85 shares | -225K | $111.14 | 6.73K |
| Q4 2019 | share | Increase | +0.13% | 9 shares | 146K | $140.47 | 6.82K |
| Q3 2019 | share | Increase | +1.85% | 124 shares | -51K | $119.2 | 6.81K |
| Q2 2019 | share | Decrease | -0.09% | -6 shares | 5K | $127.65 | 6.68K |
| Q1 2019 | share | Increase | +3.77% | 243 shares | 87K | $126.15 | 6.69K |
| Q4 2018 | share | Increase | +2.25% | 142 shares | -142K | $117.57 | 6.45K |
| Q3 2018 | share | Decrease | -0.36% | -23 shares | 103K | $140.17 | 6.31K |
| Q2 2018 | share | Increase | +12.93% | 725 shares | 32K | $123.94 | 6.33K |
| Q1 2018 | share | Increase | +9.60% | 491 shares | 21K | $133.96 | 5.60K |
| Q4 2017 | share | Increase | +4.32% | 212 shares | 194K | $142.58 | 5.11K |
| Q3 2017 | share | Increase | 0.00% | 4.90K shares | 612K | $112.17 | 4.90K |