GRADIENT CAPITAL ADVISORS, LLC – Caterpillar Inc. Transaction History
GRADIENT CAPITAL ADVISORS, LLC portfolio value:
$288,000
portfolio value
GRADIENT CAPITAL 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 | Decrease | -11.00% | -217 shares | -64K | $164.08 | 1.75K |
| Q2 2022 | share | Increase | +0.05% | 1 shares | -87K | $178.76 | 1.97K |
| Q1 2022 | share | Increase | +39.59% | 559 shares | 147K | $222.82 | 1.97K |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $206.08 | 1.41K | |
| Q3 2021 | share | Increase | +4.44% | 60 shares | -23K | $190.91 | 1.41K |
| Q2 2021 | share | Increase | +8.42% | 105 shares | 5K | $215.26 | 1.35K |
| Q1 2021 | share | Increase | +3.92% | 47 shares | 71K | $228.32 | 1.24K |
| Q4 2020 | share | Increase | 0.00% | 1.2K shares | 218K | $178.29 | 1.2K |