BDO WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$284,000
portfolio value
BDO WEALTH 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 | 0.00% | 0 shares | 0 | $164.08 | 1.58K | |
| Q2 2022 | share | Decrease | -11.19% | -200 shares | -114K | $178.76 | 1.58K |
| Q1 2022 | share | Decrease | -3.77% | -70 shares | 14K | $222.82 | 1.78K |
| Q4 2021 | share | Decrease | -1.85% | -35 shares | 21K | $206.08 | 1.85K |
| Q3 2021 | share | Increase | +5.88% | 105 shares | -26K | $190.91 | 1.89K |
| Q2 2021 | share | 0.00% | 0 shares | -25K | $215.26 | 1.78K | |
| Q1 2021 | share | Increase | +23.75% | 343 shares | 151K | $228.32 | 1.78K |
| Q4 2020 | share | Increase | +9.48% | 125 shares | 66K | $178.29 | 1.44K |
| Q3 2020 | share | Increase | +3.21% | 41 shares | 35K | $145.2 | 1.31K |
| Q2 2020 | share | Increase | +0.08% | 1 shares | 14K | $122.23 | 1.27K |
| Q1 2020 | share | Increase | +408.76% | 1.02K shares | 111K | $111.14 | 1.27K |
| Q4 2019 | share | Decrease | -13.15% | -38 shares | 0 | $140.47 | 251 |
| Q3 2019 | share | 0.00% | 0 shares | -2K | $119.2 | 289 | |
| Q2 2019 | share | Increase | +12.89% | 33 shares | 4K | $127.65 | 289 |
| Q1 2019 | share | Decrease | -27.89% | -99 shares | -10K | $126.15 | 256 |
| Q4 2018 | share | Decrease | -35.22% | -193 shares | -39K | $117.57 | 355 |
| Q3 2018 | share | Increase | +0.37% | 2 shares | 10K | $140.17 | 548 |
| Q2 2018 | share | Increase | +11.89% | 58 shares | 2K | $123.94 | 546 |
| Q1 2018 | share | Increase | +1526.67% | 458 shares | 67K | $133.96 | 488 |
| Q4 2017 | share | Increase | +20.00% | 5 shares | 2K | $142.58 | 30 |
| Q3 2017 | share | Decrease | -94.74% | -450 shares | -48K | $112.17 | 25 |
| Q2 2017 | share | Increase | 0.00% | 475 shares | 51K | $95.96 | 475 |