Kaizen Financial Strategies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $822K | Buy |
|