KFS
Kaizen Financial Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
1,191
-245
| -17% | -$95.1K | 0.23% | 82 |
|
|
2025
Q1 | $474K | Sell |
1,436
-95
| -6% | -$31.3K | 0.27% | 69 |
|
|
2024
Q4 | $555K | Buy |
1,531
+3
| +0.2% | +$1.09K | 0.31% | 56 |
|
|
2024
Q3 | $598K | Buy |
1,528
+5
| +0.3% | +$1.96K | 0.35% | 51 |
|
|
2024
Q2 | $521K | Sell |
1,523
-300
| -16% | -$103K | 0.32% | 50 |
|
|
2024
Q1 | $668K | Sell |
1,823
-1,027
| -36% | -$376K | 0.45% | 41 |
|
|
2023
Q4 | $843K | Buy |
2,850
+400
| +16% | +$118K | 0.64% | 31 |
|
|
2023
Q3 | $669K | Sell |
2,450
-196
| -7% | -$53.5K | 0.57% | 34 |
|
|
2023
Q2 | $671K | Sell |
2,646
-7
| -0.3% | -$1.78K | 0.57% | 34 |
|
|
2023
Q1 | $607K | Sell |
2,653
-187
| -7% | -$42.8K | 0.6% | 37 |
|
|
2022
Q4 | $734K | Sell |
2,840
-699
| -20% | -$181K | 0.73% | 38 |
|
|
2022
Q3 | $581K | Buy |
3,539
+4
| +0.1% | +$657 | 0.59% | 44 |
|
|
2022
Q2 | $632K | Sell |
3,535
-96
| -3% | -$17.2K | 0.62% | 41 |
|
|
2022
Q1 | $809K | Buy |
3,631
+459
| +14% | +$102K | 0.63% | 37 |
|
|
2021
Q4 | $656K | Sell |
3,172
-1,111
| -26% | -$230K | 0.49% | 51 |
|
|
2021
Q3 | $822K | Buy |
+4,283
| New | +$822K | 0.66% | 49 |
|