ALLIED INVESTMENT ADVISORS, LLC – Caterpillar Inc. Transaction History
ALLIED INVESTMENT ADVISORS, LLC portfolio value:
$7.12M
portfolio value
ALLIED INVESTMENT 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 | Increase | +4.90% | 2.02K shares | -274K | $164.08 | 43.39K |
| Q2 2022 | share | Increase | +2.20% | 890 shares | -1.62M | $178.76 | 41.37K |
| Q1 2022 | share | Increase | +6.35% | 2.41K shares | 1.15M | $222.82 | 40.48K |
| Q4 2021 | share | Increase | +4.31% | 1.57K shares | 864K | $206.08 | 38.06K |
| Q3 2021 | share | Increase | +0.22% | 81 shares | -919K | $190.91 | 36.49K |
| Q2 2021 | share | Decrease | -3.86% | -1.46K shares | -857K | $215.26 | 36.40K |
| Q1 2021 | share | Decrease | -2.56% | -995 shares | 1.70M | $228.32 | 37.87K |
| Q4 2020 | share | Decrease | -0.44% | -172 shares | 1.25M | $178.29 | 38.86K |
| Q3 2020 | share | Decrease | -0.38% | -150 shares | 866K | $145.2 | 39.03K |
| Q2 2020 | share | Increase | +4.62% | 1.73K shares | 610K | $122.23 | 39.18K |
| Q1 2020 | share | Increase | +6.56% | 2.30K shares | -844K | $111.14 | 37.45K |
| Q4 2019 | share | Increase | +2.21% | 760 shares | 847K | $140.47 | 35.15K |
| Q3 2019 | share | Increase | +3.49% | 1.16K shares | -185K | $119.2 | 34.39K |
| Q2 2019 | share | Increase | +0.24% | 80 shares | 38K | $127.65 | 33.23K |
| Q1 2019 | share | Increase | +5.91% | 1.85K shares | 514K | $126.15 | 33.15K |
| Q4 2018 | share | Increase | +13.86% | 3.81K shares | -215K | $117.57 | 31.3K |
| Q3 2018 | share | Increase | +1.53% | 415 shares | 519K | $140.17 | 27.49K |
| Q2 2018 | share | Decrease | -3.06% | -855 shares | -443K | $123.94 | 27.07K |
| Q1 2018 | share | Decrease | -30.53% | -12.27K shares | -2.22M | $133.96 | 27.93K |
| Q4 2017 | share | Increase | 0.00% | 40.20K shares | 6.33M | $142.58 | 40.20K |