SOUND VIEW WEALTH ADVISORS GROUP, LLC – Caterpillar Inc. Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$664,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | Decrease | -0.20% | -8 shares | -61K | $164.08 | 4.04K |
| Q2 2022 | share | Increase | +43.45% | 1.22K shares | 95K | $178.76 | 4.05K |
| Q1 2022 | share | Increase | +10.09% | 259 shares | 99K | $222.82 | 2.82K |
| Q4 2021 | share | Decrease | -2.32% | -61 shares | 27K | $206.08 | 2.56K |
| Q3 2021 | share | Increase | +4.45% | 112 shares | -44K | $190.91 | 2.62K |
| Q2 2021 | share | Decrease | -19.74% | -619 shares | -179K | $215.26 | 2.51K |
| Q1 2021 | share | Increase | +1.00% | 31 shares | 162K | $228.32 | 3.13K |
| Q4 2020 | share | Decrease | -7.40% | -248 shares | 65K | $178.29 | 3.10K |
| Q3 2020 | share | Increase | +0.09% | 3 shares | 76K | $145.2 | 3.35K |
| Q2 2020 | share | Increase | +0.12% | 4 shares | 36K | $122.23 | 3.34K |
| Q1 2020 | share | Decrease | -0.74% | -25 shares | -110K | $111.14 | 3.34K |
| Q4 2019 | share | Decrease | -8.97% | -332 shares | 30K | $140.47 | 3.37K |
| Q3 2019 | share | Decrease | -32.17% | -1.75K shares | -276K | $119.2 | 3.70K |
| Q2 2019 | share | Increase | 0.00% | 5.45K shares | 744K | $127.65 | 5.45K |