N.E.W. ADVISORY SERVICES LLC – Caterpillar Inc. Transaction History
N.E.W. ADVISORY SERVICES LLC portfolio value:
$375,000
portfolio value
N.E.W. ADVISORY SERVICES 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 | +39.85% | 652 shares | 83K | $164.08 | 2.28K |
| Q2 2022 | share | Increase | +18.64% | 257 shares | -28K | $178.76 | 1.63K |
| Q1 2022 | share | Decrease | -37.03% | -811 shares | -133K | $222.82 | 1.37K |
| Q4 2021 | share | Increase | +2.87% | 61 shares | 44K | $206.08 | 2.19K |
| Q3 2021 | share | Increase | +7.74% | 153 shares | -21K | $190.91 | 2.12K |
| Q2 2021 | share | Increase | +44.76% | 611 shares | 113K | $215.26 | 1.97K |
| Q1 2021 | share | Increase | 0.00% | 1.36K shares | 317K | $228.32 | 1.36K |