CENTER FOR FINANCIAL PLANNING, INC. – Caterpillar Inc. Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$41,000
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. 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 | 0.00% | 0 shares | -4K | $164.08 | 250 | |
| Q2 2022 | share | 0.00% | 0 shares | -11K | $178.76 | 250 | |
| Q1 2022 | share | 0.00% | 0 shares | 4K | $222.82 | 250 | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $206.08 | 250 | |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $190.91 | 250 | |
| Q2 2021 | share | 0.00% | 0 shares | -4K | $215.26 | 250 | |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $228.32 | 250 | |
| Q4 2020 | share | 0.00% | 0 shares | 9K | $178.29 | 250 | |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $145.2 | 250 | |
| Q2 2020 | share | Decrease | -29.18% | -103 shares | -9K | $122.23 | 250 |
| Q1 2020 | share | Decrease | -52.81% | -395 shares | -69K | $111.14 | 353 |
| Q4 2019 | share | Increase | 0.00% | 748 shares | 110K | $140.47 | 748 |