HHM WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$516,000
portfolio value
HHM WEALTH ADVISORS, 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 | +7.68% | 224 shares | -6K | $164.08 | 3.14K |
| Q2 2022 | share | Decrease | -3.31% | -100 shares | -150K | $178.76 | 2.91K |
| Q1 2022 | share | Decrease | -9.86% | -330 shares | -20K | $222.82 | 3.01K |
| Q4 2021 | share | Decrease | -4.83% | -170 shares | 17K | $206.08 | 3.34K |
| Q3 2021 | share | 0.00% | 0 shares | -91K | $190.91 | 3.51K | |
| Q2 2021 | share | Increase | +0.51% | 18 shares | -46K | $215.26 | 3.51K |
| Q1 2021 | share | Increase | +2.64% | 90 shares | 191K | $228.32 | 3.5K |
| Q4 2020 | share | Increase | +3.33% | 110 shares | 129K | $178.29 | 3.41K |
| Q3 2020 | share | Increase | +2.68% | 86 shares | 85K | $145.2 | 3.3K |
| Q2 2020 | share | Increase | +1.45% | 46 shares | 39K | $122.23 | 3.21K |
| Q1 2020 | share | Increase | +9.70% | 280 shares | -58K | $111.14 | 3.16K |
| Q4 2019 | share | Increase | +1.76% | 50 shares | 68K | $140.47 | 2.88K |
| Q3 2019 | share | Decrease | -1.73% | -50 shares | -36K | $119.2 | 2.83K |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $127.65 | 2.88K | |
| Q1 2019 | share | Increase | +20.18% | 485 shares | 86K | $126.15 | 2.88K |
| Q4 2018 | share | Increase | 0.00% | 2.40K shares | 305K | $117.57 | 2.40K |