ALERA INVESTMENT ADVISORS, LLC – Caterpillar Inc. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$308,000
portfolio value
ALERA INVESTMENT 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 | +40.39% | 540 shares | 69K | $164.08 | 1.87K |
| Q2 2022 | share | Increase | 0.00% | 1.33K shares | 239K | $178.76 | 1.33K |
| Q2 2019 | share | Decrease | -100.00% | -255 shares | -35K | $127.65 | 0 |
| Q1 2019 | share | Increase | +23.79% | 49 shares | 9K | $126.15 | 255 |
| Q4 2018 | share | Increase | 0.00% | 206 shares | 26K | $117.57 | 206 |