WINTHROP ADVISORY GROUP LLC – Caterpillar Inc. Transaction History
WINTHROP ADVISORY GROUP LLC portfolio value:
$313,000
portfolio value
WINTHROP ADVISORY GROUP 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 | +0.10% | 2 shares | -27K | $164.08 | 1.90K |
| Q2 2022 | share | Increase | +85.31% | 877 shares | 111K | $178.76 | 1.90K |
| Q1 2022 | share | Decrease | -1.15% | -12 shares | 14K | $222.82 | 1.02K |
| Q4 2021 | share | Increase | 0.00% | 1.04K shares | 215K | $206.08 | 1.04K |
| Q3 2021 | share | Decrease | -100.00% | -1.03K shares | -226K | $190.91 | 0 |
| Q2 2021 | share | Increase | +5.18% | 51 shares | -2K | $215.26 | 1.03K |
| Q1 2021 | share | Decrease | -16.81% | -199 shares | 13K | $228.32 | 985 |
| Q4 2020 | share | Increase | 0.00% | 1.18K shares | 215K | $178.29 | 1.18K |