BELLEVUE ASSET MANAGEMENT, LLC – Caterpillar Inc. Transaction History
BELLEVUE ASSET MANAGEMENT, LLC portfolio value:
$21,000
portfolio value
BELLEVUE ASSET MANAGEMENT, 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 | Increase | +19.61% | 20 shares | 3K | $164.08 | 122 |
| Q2 2022 | share | Increase | +0.99% | 1 shares | -5K | $178.76 | 102 |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $222.82 | 101 | |
| Q4 2021 | share | Increase | +1.00% | 1 shares | 1K | $206.08 | 101 |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $190.91 | 100 | |
| Q2 2021 | share | Decrease | -45.36% | -83 shares | -21K | $215.26 | 100 |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $228.32 | 183 | |
| Q4 2020 | share | 0.00% | 0 shares | 7K | $178.29 | 183 | |
| Q3 2020 | share | Decrease | -5.18% | -10 shares | 3K | $145.2 | 183 |
| Q2 2020 | share | Increase | +4.32% | 8 shares | 3K | $122.23 | 193 |
| Q1 2020 | share | Increase | 0.00% | 185 shares | 21K | $111.14 | 185 |