MPS LORIA FINANCIAL PLANNERS, LLC – Caterpillar Inc. Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$468,000
portfolio value
MPS LORIA FINANCIAL PLANNERS, 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 | +1.24% | 35 shares | -35K | $164.08 | 2.85K |
| Q2 2022 | share | Increase | +0.11% | 3 shares | -123K | $178.76 | 2.81K |
| Q1 2022 | share | Increase | +0.14% | 4 shares | 46K | $222.82 | 2.81K |
| Q4 2021 | share | Decrease | -6.52% | -196 shares | 4K | $206.08 | 2.80K |
| Q3 2021 | share | Increase | +3.37% | 98 shares | -57K | $190.91 | 3.00K |
| Q2 2021 | share | Increase | +0.38% | 11 shares | -38K | $215.26 | 2.90K |
| Q1 2021 | share | Increase | +0.07% | 2 shares | 144K | $228.32 | 2.89K |
| Q4 2020 | share | Increase | +1.83% | 52 shares | 103K | $178.29 | 2.89K |
| Q3 2020 | share | Increase | +0.18% | 5 shares | 65K | $145.2 | 2.84K |
| Q2 2020 | share | Increase | +0.21% | 6 shares | 31K | $122.23 | 2.83K |
| Q1 2020 | share | Increase | +0.14% | 4 shares | -89K | $111.14 | 2.83K |
| Q4 2019 | share | Increase | +0.18% | 5 shares | 61K | $140.47 | 2.82K |
| Q3 2019 | share | Increase | +0.21% | 6 shares | -27K | $119.2 | 2.82K |
| Q2 2019 | share | Increase | +0.14% | 4 shares | 2K | $127.65 | 2.81K |
| Q1 2019 | share | Increase | +0.18% | 5 shares | 25K | $126.15 | 2.81K |
| Q4 2018 | share | Increase | +0.14% | 4 shares | -71K | $117.57 | 2.80K |
| Q3 2018 | share | Increase | +0.14% | 4 shares | 47K | $140.17 | 2.80K |
| Q2 2018 | share | Increase | +0.14% | 4 shares | -32K | $123.94 | 2.79K |
| Q1 2018 | share | Increase | +0.11% | 3 shares | -28K | $133.96 | 2.79K |
| Q4 2017 | share | Increase | +0.14% | 4 shares | 92K | $142.58 | 2.79K |
| Q3 2017 | share | Increase | +0.14% | 4 shares | 32K | $112.17 | 2.78K |
| Q2 2017 | share | Increase | 0.00% | 2.78K shares | 316K | $95.96 | 2.78K |