WESTHILL FINANCIAL ADVISORS, INC. – Caterpillar Inc. Transaction History
WESTHILL FINANCIAL ADVISORS, INC. portfolio value:
$232,000
portfolio value
WESTHILL FINANCIAL ADVISORS, INC. 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 | +5.38% | 72 shares | -7K | $164.08 | 1.41K |
| Q2 2022 | share | 0.00% | 0 shares | -59K | $178.76 | 1.33K | |
| Q1 2022 | share | 0.00% | 0 shares | 21K | $222.82 | 1.33K | |
| Q4 2021 | share | Increase | +0.53% | 7 shares | 21K | $206.08 | 1.33K |
| Q3 2021 | share | Increase | 0.00% | 1.33K shares | 256K | $190.91 | 1.33K |