CLARUS WEALTH ADVISORS – Caterpillar Inc. Transaction History
CLARUS WEALTH ADVISORS portfolio value:
$395,000
portfolio value
CLARUS WEALTH ADVISORS 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 | +10.22% | 205 shares | 44K | $164.08 | 2.21K |
| Q2 2022 | share | Increase | +4.59% | 88 shares | -63K | $178.76 | 2.00K |
| Q1 2022 | share | Increase | +2.02% | 38 shares | -4K | $222.82 | 1.91K |
| Q4 2021 | share | Increase | +9.81% | 168 shares | 88K | $206.08 | 1.88K |
| Q3 2021 | share | Decrease | -29.55% | -718 shares | -201K | $190.91 | 1.71K |
| Q2 2021 | share | Decrease | -39.57% | -1.59K shares | -397K | $215.26 | 2.43K |
| Q1 2021 | share | Increase | +57.32% | 1.46K shares | 432K | $228.32 | 4.02K |
| Q4 2020 | share | Increase | +40.83% | 741 shares | 221K | $178.29 | 2.55K |
| Q3 2020 | share | Increase | +7.33% | 124 shares | 60K | $145.2 | 1.81K |
| Q2 2020 | share | Increase | 0.00% | 1.69K shares | 215K | $122.23 | 1.69K |
| Q1 2020 | share | Decrease | -100.00% | -1.52K shares | -225K | $111.14 | 0 |
| Q4 2019 | share | Decrease | -45.60% | -1.28K shares | -130K | $140.47 | 1.52K |
| Q3 2019 | share | Increase | +90.05% | 1.33K shares | 154K | $119.2 | 2.80K |
| Q2 2019 | share | Increase | +1.51% | 22 shares | 4K | $127.65 | 1.47K |
| Q1 2019 | share | Increase | +0.34% | 5 shares | 13K | $126.15 | 1.45K |
| Q4 2018 | share | Increase | +17.22% | 213 shares | -5K | $117.57 | 1.45K |
| Q3 2018 | share | Decrease | -61.75% | -1.99K shares | -288K | $140.17 | 1.23K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $123.94 | 3.23K | |
| Q1 2018 | share | Decrease | -26.85% | -1.18K shares | -220K | $133.96 | 3.23K |
| Q4 2017 | share | Increase | 0.00% | 4.42K shares | 697K | $142.58 | 4.42K |