FORUM FINANCIAL MANAGEMENT, LP – Caterpillar Inc. Transaction History
FORUM FINANCIAL MANAGEMENT, LP portfolio value:
$729,000
portfolio value
FORUM FINANCIAL MANAGEMENT, LP 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 | -11.74% | -591 shares | -171K | $164.08 | 4.44K |
| Q2 2022 | share | Increase | +4.33% | 209 shares | -174K | $178.76 | 5.03K |
| Q1 2022 | share | Decrease | -2.19% | -108 shares | 55K | $222.82 | 4.82K |
| Q4 2021 | share | Increase | 0.00% | 4.93K shares | 1.01M | $206.08 | 4.93K |