HCR WEALTH ADVISORS – Caterpillar Inc. Transaction History
HCR WEALTH ADVISORS portfolio value:
$467,000
portfolio value
HCR WEALTH ADVISORS 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 | 0.00% | 0 shares | -42K | $164.08 | 2.84K | |
| Q2 2022 | share | 0.00% | 0 shares | -125K | $178.76 | 2.84K | |
| Q1 2022 | share | Decrease | -1.86% | -54 shares | 34K | $222.82 | 2.84K |
| Q4 2021 | share | Increase | +1.90% | 54 shares | 53K | $206.08 | 2.90K |
| Q3 2021 | share | 0.00% | 0 shares | -73K | $190.91 | 2.84K | |
| Q2 2021 | share | 0.00% | 0 shares | -40K | $215.26 | 2.84K | |
| Q1 2021 | share | Decrease | -53.51% | -3.27K shares | -449K | $228.32 | 2.84K |
| Q4 2020 | share | 0.00% | 0 shares | 192K | $178.29 | 6.12K | |
| Q3 2020 | share | 0.00% | 0 shares | 145K | $145.2 | 6.12K | |
| Q2 2020 | share | Increase | +3.22% | 191 shares | 84K | $122.23 | 6.12K |
| Q1 2020 | share | Increase | 0.00% | 5.93K shares | 688K | $111.14 | 5.93K |
| Q4 2019 | share | Decrease | -100.00% | -4.12K shares | -542K | $140.47 | 0 |
| Q3 2019 | share | Decrease | -14.78% | -715 shares | -118K | $119.2 | 4.12K |
| Q2 2019 | share | Decrease | -9.77% | -524 shares | -32K | $127.65 | 4.83K |
| Q1 2019 | share | Increase | +31.70% | 1.29K shares | 174K | $126.15 | 5.36K |
| Q4 2018 | share | Increase | 0.00% | 4.07K shares | 518K | $117.57 | 4.07K |
| Q3 2018 | share | Decrease | -100.00% | -4.81K shares | -656K | $140.17 | 0 |
| Q2 2018 | share | Increase | +4.35% | 201 shares | -24K | $123.94 | 4.81K |
| Q1 2018 | share | Increase | +10.14% | 425 shares | 21K | $133.96 | 4.61K |
| Q4 2017 | share | Increase | 0.00% | 4.19K shares | 659K | $142.58 | 4.19K |