SOURCE FINANCIAL ADVISORS LLC – Caterpillar Inc. Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$596,000
portfolio value
SOURCE FINANCIAL 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 | Decrease | -3.48% | -131 shares | -76K | $164.08 | 3.63K |
| Q2 2022 | share | Decrease | -0.69% | -26 shares | -172K | $178.76 | 3.76K |
| Q1 2022 | share | Increase | +49.80% | 1.25K shares | 321K | $222.82 | 3.78K |
| Q4 2021 | share | Decrease | -0.39% | -10 shares | 36K | $206.08 | 2.52K |
| Q3 2021 | share | Decrease | -1.51% | -39 shares | -74K | $190.91 | 2.53K |
| Q2 2021 | share | Increase | +1.06% | 27 shares | -31K | $215.26 | 2.57K |
| Q1 2021 | share | Increase | 0.00% | 2.55K shares | 592K | $228.32 | 2.55K |