VISIONARY WEALTH ADVISORS – Caterpillar Inc. Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$501,000
portfolio value
VISIONARY WEALTH ADVISORS 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 | -6.84% | -224 shares | -84K | $164.08 | 3.05K |
| Q2 2022 | share | Decrease | -19.37% | -787 shares | -320K | $178.76 | 3.27K |
| Q1 2022 | share | Increase | +5.75% | 221 shares | 111K | $222.82 | 4.06K |
| Q4 2021 | share | Increase | +0.71% | 27 shares | 62K | $206.08 | 3.84K |
| Q3 2021 | share | Increase | +10.14% | 351 shares | -22K | $190.91 | 3.81K |
| Q2 2021 | share | Decrease | -14.81% | -602 shares | -188K | $215.26 | 3.46K |
| Q1 2021 | share | Decrease | -1.86% | -77 shares | 188K | $228.32 | 4.06K |
| Q4 2020 | share | Decrease | -19.67% | -1.01K shares | -15K | $178.29 | 4.14K |
| Q3 2020 | share | Increase | +13.49% | 613 shares | 194K | $145.2 | 5.15K |
| Q2 2020 | share | Increase | +0.09% | 4 shares | 48K | $122.23 | 4.54K |
| Q1 2020 | share | Decrease | -1.54% | -71 shares | -154K | $111.14 | 4.53K |
| Q4 2019 | share | Increase | 0.00% | 4.61K shares | 681K | $140.47 | 4.61K |