DELOS WEALTH ADVISORS, LLC – Caterpillar Inc. Transaction History
DELOS WEALTH ADVISORS, LLC portfolio value:
$997,000
portfolio value
DELOS 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 | Decrease | -35.32% | -3.31K shares | -683K | $164.08 | 6.07K |
| Q2 2022 | share | Increase | +22.14% | 1.70K shares | -34K | $178.76 | 9.39K |
| Q1 2022 | share | Increase | +11.64% | 802 shares | 289K | $222.82 | 7.69K |
| Q4 2021 | share | Increase | +2.50% | 168 shares | 134K | $206.08 | 6.89K |
| Q3 2021 | share | Increase | +46.95% | 2.14K shares | 295K | $190.91 | 6.72K |
| Q2 2021 | share | Increase | 0.00% | 4.57K shares | 996K | $215.26 | 4.57K |