BOGART WEALTH, LLC – Caterpillar Inc. Transaction History
BOGART WEALTH, LLC portfolio value:
$8.18M
portfolio value
BOGART WEALTH, 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 | +19.51% | 8.14K shares | 723K | $164.08 | 49.87K |
| Q2 2022 | share | Increase | +19.32% | 6.75K shares | -333K | $178.76 | 41.73K |
| Q1 2022 | share | Increase | +14.68% | 4.47K shares | 1.48M | $222.82 | 34.97K |
| Q4 2021 | share | Increase | +6.24% | 1.79K shares | 794K | $206.08 | 30.49K |
| Q3 2021 | share | Increase | +19.53% | 4.69K shares | 285K | $190.91 | 28.70K |
| Q2 2021 | share | Increase | +14.38% | 3.01K shares | 358K | $215.26 | 24.01K |
| Q1 2021 | share | Decrease | -1.26% | -268 shares | 998K | $228.32 | 20.99K |
| Q4 2020 | share | Increase | +4.29% | 875 shares | 829K | $178.29 | 21.26K |
| Q3 2020 | share | Decrease | -2.23% | -465 shares | 403K | $145.2 | 20.38K |
| Q2 2020 | share | Increase | +1.30% | 267 shares | 249K | $122.23 | 20.85K |
| Q1 2020 | share | Decrease | -1.18% | -246 shares | -688K | $111.14 | 20.58K |
| Q4 2019 | share | Increase | +2.45% | 499 shares | 509K | $140.47 | 20.83K |
| Q3 2019 | share | Increase | +0.90% | 181 shares | -178K | $119.2 | 20.33K |
| Q2 2019 | share | Increase | +14.98% | 2.62K shares | 372K | $127.65 | 20.15K |
| Q1 2019 | share | Increase | +5.71% | 946 shares | 268K | $126.15 | 17.52K |
| Q4 2018 | share | Increase | +5.35% | 842 shares | -294K | $117.57 | 16.58K |
| Q3 2018 | share | Increase | +1.99% | 307 shares | 307K | $140.17 | 15.73K |
| Q2 2018 | share | Increase | +1.31% | 200 shares | -163K | $123.94 | 15.43K |
| Q1 2018 | share | Increase | +4.79% | 696 shares | -35K | $133.96 | 15.23K |
| Q4 2017 | share | Increase | +1.87% | 267 shares | 481K | $142.58 | 14.53K |
| Q3 2017 | share | Increase | +0.01% | 2 shares | 277K | $112.17 | 14.26K |
| Q2 2017 | share | Increase | +42.20% | 4.23K shares | 602K | $95.96 | 14.26K |
| Q1 2017 | share | Increase | 0.00% | 10.03K shares | 931K | $82.16 | 10.03K |