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 |