VANGUARD CAPITAL WEALTH ADVISORS – Caterpillar Inc. Transaction History
VANGUARD CAPITAL WEALTH ADVISORS portfolio value:
$510,000
portfolio value
VANGUARD CAPITAL 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 | +0.16% | 5 shares | -44K | $164.08 | 3.10K |
| Q2 2022 | share | Decrease | -7.32% | -245 shares | -192K | $178.76 | 3.10K |
| Q1 2022 | share | Increase | +0.15% | 5 shares | 55K | $222.82 | 3.34K |
| Q4 2021 | share | Increase | +1.33% | 44 shares | 58K | $206.08 | 3.34K |
| Q3 2021 | share | Decrease | -5.61% | -196 shares | -127K | $190.91 | 3.29K |
| Q2 2021 | share | Increase | +6.20% | 204 shares | 1.59K | $215.26 | 3.49K |
| Q1 2021 | share | Increase | +0.12% | 4 shares | 167.40K | $228.32 | 3.29K |
| Q4 2020 | share | Increase | +1.54% | 50 shares | 182K | $178.29 | 3.28K |
| Q2 2020 | share | Increase | +5.27% | 162 shares | -45K | $122.23 | 3.23K |
| Q4 2019 | share | Increase | +0.13% | 4 shares | 67K | $140.47 | 3.07K |
| Q3 2019 | share | Decrease | -5.91% | -193 shares | -57K | $119.2 | 3.07K |
| Q2 2019 | share | Increase | +4.45% | 139 shares | 21K | $127.65 | 3.26K |
| Q1 2019 | share | Decrease | -5.93% | -197 shares | 1K | $126.15 | 3.12K |
| Q4 2018 | share | Decrease | -0.92% | -31 shares | -89K | $117.57 | 3.32K |
| Q3 2018 | share | Decrease | -0.50% | -17 shares | 54K | $140.17 | 3.35K |
| Q2 2018 | share | Increase | 0.00% | 3.37K shares | 457K | $123.94 | 3.37K |
| Q1 2018 | share | Decrease | -100.00% | -3.47K shares | -547.59K | $133.96 | 0 |
| Q4 2017 | share | Increase | 0.00% | 3.47K shares | 547.59K | $142.58 | 3.47K |