GOALVEST ADVISORY LLC – Caterpillar Inc. Transaction History
GOALVEST ADVISORY LLC portfolio value:
$180,000
portfolio value
GOALVEST ADVISORY 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 | -79.34% | -4.20K shares | -741K | $164.08 | 1.09K |
| Q2 2022 | share | Decrease | -1.94% | -105 shares | -283K | $178.76 | 5.29K |
| Q1 2022 | share | Increase | +54.53% | 1.90K shares | 443K | $222.82 | 5.40K |
| Q2 2021 | share | Increase | +143.69% | 2.06K shares | 428K | $215.26 | 3.49K |
| Q1 2021 | share | Increase | 0.00% | 1.43K shares | 333K | $228.32 | 1.43K |