FINANCIAL ADVOCATES INVESTMENT MANAGEMENT Caterpillar Inc. Transaction History

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:

$1.16M
portfolio value

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 +48.78% 2.32K shares 311K $164.08 7.07K
Q2 2022 share Decrease -54.88% -5.78K shares -1.49M $178.76 4.75K
Q1 2022 share Decrease -3.37% -368 shares 93K $222.82 10.54K
Q4 2021 share Increase +4.34% 454 shares 248K $206.08 10.90K
Q3 2021 share Decrease -40.09% -6.99K shares -1.79M $190.91 10.45K
Q2 2021 share Increase +75.33% 7.49K shares 1.82M $215.26 17.44K
Q1 2021 share Decrease -2.09% -212 shares 127K $228.32 9.95K
Q4 2020 share Increase +50.29% 3.40K shares 841K $178.29 10.16K
Q3 2020 share Increase +6.20% 395 shares 203K $145.2 6.76K
Q2 2020 share Increase +2.64% 164 shares 86K $122.23 6.36K
Q1 2020 share Decrease -12.67% -900 shares -329K $111.14 6.20K
Q4 2019 share Decrease -3.45% -254 shares 120K $140.47 7.10K
Q3 2019 share Decrease -1.68% -126 shares -91K $119.2 7.35K
Q2 2019 share Increase +1.11% 82 shares 17K $127.65 7.48K
Q1 2019 share Increase +5.95% 416 shares 115K $126.15 7.40K
Q4 2018 share Increase +8.68% 558 shares -92K $117.57 6.98K
Q3 2018 share Increase +0.77% 49 shares 111K $140.17 6.42K
Q2 2018 share Increase +6.23% 374 shares -16K $123.94 6.37K
Q1 2018 share Increase +21.36% 1.05K shares 105K $133.96 6.00K
Q4 2017 share Increase 0.00% 4.94K shares 780K $142.58 4.94K