Kavar Capital Partners Group’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 | $9.01M | Buy |
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2025
Q1 | $7.54M | Sell |
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2024
Q4 | $8.32M | Buy |
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2024
Q3 | $8.97M | Buy |
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2024
Q2 | $7.63M | Sell |
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2024
Q1 | $8.6M | Sell |
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2023
Q4 | $13.7M | Buy |
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2023
Q3 | $6.04M | Sell |
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2023
Q2 | $5.52M | Buy |
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2023
Q1 | $3.01M | Sell |
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2022
Q4 | $3.21M | Buy |
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2022
Q3 | $2.15M | Buy |
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2022
Q2 | $616K | Buy |
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2022
Q1 | $679K | Buy |
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2021
Q4 | $413K | Buy |
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2021
Q3 | $341K | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $46K | Buy |
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2018
Q3 | – | Sell |
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2018
Q2 | $41K | Hold |
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2018
Q1 | $44K | Buy |
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2016
Q1 | – | Sell |
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2015
Q4 | $175K | Sell |
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2015
Q3 | $650K | Sell |
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2015
Q2 | $890K | Sell |
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2015
Q1 | $862K | Buy |
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2014
Q4 | $916K | Sell |
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2014
Q3 | $1.03M | Sell |
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2014
Q2 | $1.18M | Sell |
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2014
Q1 | $1.08M | Buy |
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2013
Q4 | $975K | Buy |
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