ADVISORY RESOURCE GROUP – Caterpillar Inc. Transaction History
ADVISORY RESOURCE GROUP portfolio value:
$297,000
portfolio value
ADVISORY RESOURCE GROUP 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 | +1.40% | 25 shares | -22K | $164.08 | 1.81K |
| Q2 2022 | share | Decrease | -2.03% | -37 shares | -87K | $178.76 | 1.78K |
| Q1 2022 | share | 0.00% | 0 shares | 39K | $222.82 | 1.82K | |
| Q4 2021 | share | 0.00% | 0 shares | 17K | $206.08 | 1.82K | |
| Q3 2021 | share | 0.00% | 0 shares | -47K | $190.91 | 1.82K | |
| Q2 2021 | share | Decrease | -11.46% | -236 shares | -80K | $215.26 | 1.82K |
| Q1 2021 | share | Decrease | -0.53% | -11 shares | 100K | $228.32 | 2.05K |
| Q4 2020 | share | Increase | +0.53% | 11 shares | 70K | $178.29 | 2.07K |
| Q3 2020 | share | Increase | +9.11% | 172 shares | 68K | $145.2 | 2.05K |
| Q2 2020 | share | Decrease | -82.45% | -8.86K shares | -1.00M | $122.23 | 1.88K |
| Q1 2020 | share | Increase | +1.09% | 116 shares | -323K | $111.14 | 10.75K |
| Q4 2019 | share | Decrease | -3.90% | -432 shares | 172K | $140.47 | 10.63K |
| Q3 2019 | share | Increase | +16.94% | 1.60K shares | 108K | $119.2 | 11.06K |
| Q2 2019 | share | Increase | +6.03% | 538 shares | 194K | $127.65 | 9.46K |
| Q1 2019 | share | Increase | +0.36% | 32 shares | -34K | $126.15 | 8.92K |
| Q4 2018 | share | Increase | 0.00% | 8.89K shares | 1.13M | $117.57 | 8.89K |