FIRST TRUST DIRECT INDEXING L.P. – Caterpillar Inc. Transaction History
FIRST TRUST DIRECT INDEXING L.P. portfolio value:
$1.88M
portfolio value
FIRST TRUST DIRECT INDEXING L.P. 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 | -10.39% | -1.32K shares | -405K | $164.08 | 11.45K |
| Q2 2022 | share | Increase | +6.75% | 808 shares | -384K | $178.76 | 12.78K |
| Q1 2022 | share | Increase | +9.95% | 1.08K shares | 417K | $222.82 | 11.97K |
| Q4 2021 | share | Increase | +3.09% | 326 shares | 224K | $206.08 | 10.89K |
| Q3 2021 | share | Increase | +18.91% | 1.68K shares | 94K | $190.91 | 10.56K |
| Q2 2021 | share | Increase | +43.88% | 2.71K shares | 502K | $215.26 | 8.88K |
| Q1 2021 | share | Increase | +5.66% | 331 shares | 368K | $228.32 | 6.17K |
| Q4 2020 | share | Increase | 0.00% | 5.84K shares | 1.06M | $178.29 | 5.84K |