SHEPHERD FINANCIAL PARTNERS LLC – Caterpillar Inc. Transaction History
SHEPHERD FINANCIAL PARTNERS LLC portfolio value:
$843,000
portfolio value
SHEPHERD FINANCIAL 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 | Decrease | -31.69% | -2.38K shares | -501K | $164.08 | 5.13K |
| Q2 2022 | share | Decrease | -22.91% | -2.23K shares | -827K | $178.76 | 7.51K |
| Q1 2022 | share | Increase | +306.42% | 7.35K shares | 1.67M | $222.82 | 9.75K |
| Q4 2021 | share | Increase | +4.44% | 102 shares | 60K | $206.08 | 2.4K |
| Q3 2021 | share | Increase | +2.59% | 58 shares | -47K | $190.91 | 2.29K |
| Q2 2021 | share | 0.00% | 0 shares | -32K | $215.26 | 2.24K | |
| Q1 2021 | share | Increase | +4.67% | 100 shares | 128K | $228.32 | 2.24K |
| Q4 2020 | share | Increase | +41.63% | 629 shares | 166K | $178.29 | 2.14K |
| Q3 2020 | share | Decrease | -13.85% | -243 shares | 3K | $145.2 | 1.51K |
| Q2 2020 | share | Increase | 0.00% | 1.75K shares | 222K | $122.23 | 1.75K |
| Q1 2020 | share | Decrease | -100.00% | -3.18K shares | -468K | $111.14 | 0 |
| Q4 2019 | share | Increase | +0.13% | 4 shares | 66K | $140.47 | 3.18K |
| Q3 2019 | share | Increase | +8.53% | 250 shares | 3K | $119.2 | 3.18K |
| Q2 2019 | share | Increase | +0.03% | 1 shares | 2K | $127.65 | 2.93K |
| Q1 2019 | share | Decrease | -32.40% | -1.40K shares | -154K | $126.15 | 2.92K |
| Q4 2018 | share | Decrease | -0.89% | -39 shares | -41K | $117.57 | 4.33K |
| Q3 2018 | share | 0.00% | 0 shares | -3K | $140.17 | 4.37K | |
| Q2 2018 | share | Increase | 0.00% | 4.37K shares | 595K | $123.94 | 4.37K |