COASTAL INVESTMENT ADVISORS, INC. – Caterpillar Inc. Transaction History
COASTAL INVESTMENT ADVISORS, INC. portfolio value:
$1M
portfolio value
COASTAL INVESTMENT 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 | +1.25% | 75 shares | -73K | $164.08 | 6.09K |
| Q2 2022 | share | Increase | +5.52% | 315 shares | -198K | $178.76 | 6.02K |
| Q1 2022 | share | Increase | +24.12% | 1.10K shares | 321K | $222.82 | 5.70K |
| Q4 2021 | share | Increase | +10.40% | 433 shares | 151K | $206.08 | 4.59K |
| Q3 2021 | share | Decrease | -1.84% | -78 shares | -124K | $190.91 | 4.16K |
| Q2 2021 | share | Decrease | -7.22% | -330 shares | -137K | $215.26 | 4.24K |
| Q1 2021 | share | Decrease | -13.75% | -729 shares | 95K | $228.32 | 4.57K |
| Q4 2020 | share | Increase | +12.74% | 599 shares | 264K | $178.29 | 5.30K |
| Q3 2020 | share | Increase | +38.74% | 1.31K shares | 272K | $145.2 | 4.70K |
| Q2 2020 | share | Increase | +2.67% | 88 shares | 46K | $122.23 | 3.38K |
| Q1 2020 | share | Decrease | -37.23% | -1.95K shares | -375K | $111.14 | 3.30K |
| Q4 2019 | share | Increase | +9.31% | 448 shares | 148K | $140.47 | 5.25K |
| Q3 2019 | share | Increase | +3.71% | 172 shares | -24K | $119.2 | 4.81K |
| Q2 2019 | share | Decrease | -23.56% | -1.43K shares | -190K | $127.65 | 4.63K |
| Q1 2019 | share | Increase | 0.00% | 6.06K shares | 824K | $126.15 | 6.06K |