BORDEAUX WEALTH ADVISORS LLC – Caterpillar Inc. Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$434,000
portfolio value
BORDEAUX 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 | Increase | +5.34% | 134 shares | -15K | $164.08 | 2.64K |
| Q2 2022 | share | Decrease | -1.84% | -47 shares | -121K | $178.76 | 2.51K |
| Q1 2022 | share | Increase | +1.75% | 44 shares | 50K | $222.82 | 2.55K |
| Q4 2021 | share | Increase | +0.52% | 13 shares | 40K | $206.08 | 2.51K |
| Q3 2021 | share | 0.00% | 0 shares | -64K | $190.91 | 2.5K | |
| Q2 2021 | share | 0.00% | 0 shares | -36K | $215.26 | 2.5K | |
| Q1 2021 | share | 0.00% | 0 shares | 125K | $228.32 | 2.5K | |
| Q4 2020 | share | Increase | 0.00% | 2.5K shares | 455K | $178.29 | 2.5K |