MUTUAL ADVISORS, LLC – Caterpillar Inc. Transaction History
MUTUAL ADVISORS, LLC portfolio value:
$2.75M
portfolio value
MUTUAL 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 | Increase | +0.75% | 125 shares | -224K | $164.08 | 16.78K |
| Q2 2022 | share | Decrease | -2.48% | -423 shares | -828K | $178.76 | 16.66K |
| Q1 2022 | share | Decrease | -2.89% | -508 shares | 169K | $222.82 | 17.08K |
| Q4 2021 | share | Increase | +2.08% | 359 shares | 329K | $206.08 | 17.59K |
| Q3 2021 | share | Increase | +15.97% | 2.37K shares | 74K | $190.91 | 17.23K |
| Q2 2021 | share | Increase | +14.86% | 1.92K shares | 234K | $215.26 | 14.85K |
| Q1 2021 | share | Decrease | -2.04% | -269 shares | 596K | $228.32 | 12.93K |
| Q4 2020 | share | Increase | +17.33% | 1.95K shares | 725K | $178.29 | 13.20K |
| Q3 2020 | share | Decrease | -6.41% | -771 shares | 158K | $145.2 | 11.25K |
| Q2 2020 | share | Increase | +18.58% | 1.88K shares | 344K | $122.23 | 12.02K |
| Q1 2020 | share | Increase | +38.51% | 2.82K shares | 96K | $111.14 | 10.14K |
| Q4 2019 | share | Increase | +27.14% | 1.56K shares | 354K | $140.47 | 7.32K |
| Q3 2019 | share | Decrease | -15.22% | -1.03K shares | -199K | $119.2 | 5.75K |
| Q2 2019 | share | Increase | +3.32% | 218 shares | 35K | $127.65 | 6.79K |
| Q1 2019 | share | Increase | +4.43% | 279 shares | 91K | $126.15 | 6.57K |
| Q4 2018 | share | Increase | +26.78% | 1.33K shares | 43K | $117.57 | 6.29K |
| Q3 2018 | share | Increase | +0.14% | 7 shares | 84K | $140.17 | 4.96K |
| Q2 2018 | share | Decrease | -4.98% | -260 shares | -96K | $123.94 | 4.95K |
| Q1 2018 | share | Increase | +1.34% | 69 shares | -43K | $133.96 | 5.21K |
| Q4 2017 | share | Increase | 0.00% | 5.15K shares | 812K | $142.58 | 5.15K |