INDEPENDENT ADVISOR ALLIANCE – Caterpillar Inc. Transaction History
INDEPENDENT ADVISOR ALLIANCE portfolio value:
$10.71M
portfolio value
INDEPENDENT ADVISOR ALLIANCE 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 | +1.49% | 957 shares | -788K | $164.08 | 65.30K |
| Q2 2022 | share | Decrease | -2.62% | -1.73K shares | -3.22M | $178.76 | 64.35K |
| Q1 2022 | share | Decrease | -0.22% | -148 shares | 1.03M | $222.82 | 66.08K |
| Q4 2021 | share | Increase | +4.40% | 2.79K shares | 1.51M | $206.08 | 66.22K |
| Q3 2021 | share | Decrease | -9.55% | -6.69K shares | -3.08M | $190.91 | 63.43K |
| Q2 2021 | share | Decrease | -1.88% | -1.34K shares | -1.31M | $215.26 | 70.13K |
| Q1 2021 | share | Increase | +18.47% | 11.14K shares | 5.59M | $228.32 | 71.48K |
| Q4 2020 | share | Increase | +3.91% | 2.26K shares | 2.27M | $178.29 | 60.33K |
| Q3 2020 | share | Increase | +172.27% | 36.74K shares | 5.99M | $145.2 | 58.06K |
| Q2 2020 | share | Decrease | -21.29% | -5.77K shares | -431K | $122.23 | 21.32K |
| Q1 2020 | share | Increase | +41.81% | 7.98K shares | 322K | $111.14 | 27.09K |
| Q4 2019 | share | Increase | +20.06% | 3.19K shares | 812K | $140.47 | 19.10K |
| Q3 2019 | share | Decrease | -0.77% | -124 shares | -176K | $119.2 | 15.91K |
| Q2 2019 | share | Decrease | -1.50% | -245 shares | -20K | $127.65 | 16.04K |
| Q1 2019 | share | Decrease | -2.09% | -347 shares | 93K | $126.15 | 16.28K |
| Q4 2018 | share | Increase | +11.36% | 1.69K shares | 143K | $117.57 | 16.63K |
| Q3 2018 | share | Decrease | -14.35% | -2.50K shares | -129K | $140.17 | 14.93K |
| Q2 2018 | share | Decrease | -37.36% | -10.40K shares | -1.9M | $123.94 | 17.43K |
| Q1 2018 | share | Decrease | -3.78% | -1.09K shares | -804K | $133.96 | 27.83K |
| Q4 2017 | share | Increase | +16.63% | 4.12K shares | 1.65M | $142.58 | 28.93K |
| Q3 2017 | share | Decrease | -23.62% | -7.67K shares | 803K | $112.17 | 24.80K |
| Q2 2017 | share | Increase | +283.31% | 24.00K shares | 1.54M | $95.96 | 32.47K |
| Q1 2017 | share | Increase | +34.79% | 2.18K shares | 203K | $82.16 | 8.47K |
| Q4 2016 | share | Increase | 0.00% | 6.28K shares | 595K | $81.47 | 6.28K |