ARBOR TRUST WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
ARBOR TRUST WEALTH ADVISORS, LLC portfolio value:
$897,000
portfolio value
ARBOR TRUST WEALTH 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 | Decrease | -4.76% | -275 shares | -135K | $164.08 | 5.5K |
| Q2 2022 | share | Increase | +10.84% | 565 shares | -129K | $178.76 | 5.77K |
| Q1 2022 | share | Decrease | -6.71% | -375 shares | 6K | $222.82 | 5.21K |
| Q4 2021 | share | 0.00% | 0 shares | 83K | $206.08 | 5.58K | |
| Q3 2021 | share | 0.00% | 0 shares | -143K | $190.91 | 5.58K | |
| Q2 2021 | share | Increase | +3.23% | 175 shares | -37K | $215.26 | 5.58K |
| Q1 2021 | share | Increase | +15.11% | 710 shares | 397K | $228.32 | 5.41K |
| Q4 2020 | share | Increase | +4.44% | 200 shares | 184K | $178.29 | 4.7K |
| Q3 2020 | share | Decrease | -1.10% | -50 shares | 95K | $145.2 | 4.5K |
| Q2 2020 | share | Decrease | -5.21% | -250 shares | 19K | $122.23 | 4.55K |
| Q1 2020 | share | Decrease | -18.31% | -1.07K shares | -311K | $111.14 | 4.8K |
| Q4 2019 | share | Increase | 0.00% | 5.87K shares | 868K | $140.47 | 5.87K |