KESTRA ADVISORY SERVICES, LLC – Caterpillar Inc. Transaction History
KESTRA ADVISORY SERVICES, LLC portfolio value:
$14.16M
portfolio value
KESTRA 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 | Decrease | -9.08% | -8.61K shares | -2.80M | $164.08 | 86.29K |
| Q2 2022 | share | Increase | +22.86% | 17.66K shares | -247K | $178.76 | 94.91K |
| Q1 2022 | share | Increase | +6.11% | 4.44K shares | 2.16M | $222.82 | 77.25K |
| Q4 2021 | share | Increase | +5.36% | 3.70K shares | 1.78M | $206.08 | 72.80K |
| Q3 2021 | share | Increase | +8.87% | 5.63K shares | -548K | $190.91 | 69.10K |
| Q2 2021 | share | Decrease | -4.00% | -2.64K shares | -1.51M | $215.26 | 63.47K |
| Q1 2021 | share | Decrease | -11.18% | -8.32K shares | 1.92M | $228.32 | 66.11K |
| Q4 2020 | share | Increase | +44.62% | 22.96K shares | 5.72M | $178.29 | 74.43K |
| Q3 2020 | share | Increase | 0.00% | 51.46K shares | 7.67M | $145.2 | 51.46K |