COMPASS FINANCIAL ADVISORS LLC – Caterpillar Inc. Transaction History
COMPASS FINANCIAL ADVISORS LLC portfolio value:
$229,000
portfolio value
COMPASS 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 | Increase | +3.79% | 51 shares | -12K | $164.08 | 1.39K |
| Q2 2022 | share | Increase | +1.97% | 26 shares | -53K | $178.76 | 1.34K |
| Q1 2022 | share | Increase | +11.76% | 139 shares | 50K | $222.82 | 1.32K |
| Q4 2021 | share | Increase | 0.00% | 1.18K shares | 244K | $206.08 | 1.18K |