KCPG
Kavar Capital Partners Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01M | Buy |
23,220
+355
| +2% | +$138K | 1.3% | 19 |
|
|
2025
Q1 | $7.54M | Sell |
22,865
-79
| -0.3% | -$26.1K | 1.26% | 23 |
|
|
2024
Q4 | $8.32M | Buy |
22,944
+5
| +0% | +$1.81K | 1.41% | 18 |
|
|
2024
Q3 | $8.97M | Buy |
22,939
+32
| +0.1% | +$12.5K | 1.42% | 18 |
|
|
2024
Q2 | $7.63M | Sell |
22,907
-565
| -2% | -$188K | 1.38% | 18 |
|
|
2024
Q1 | $8.6M | Sell |
23,472
-22,952
| -49% | -$8.41M | 1.59% | 15 |
|
|
2023
Q4 | $13.7M | Buy |
46,424
+24,289
| +110% | +$7.18M | 1.53% | 18 |
|
|
2023
Q3 | $6.04M | Sell |
22,135
-310
| -1% | -$84.6K | 1.31% | 20 |
|
|
2023
Q2 | $5.52M | Buy |
22,445
+9,280
| +70% | +$2.28M | 1.18% | 28 |
|
|
2023
Q1 | $3.01M | Sell |
13,165
-218
| -2% | -$49.9K | 0.65% | 52 |
|
|
2022
Q4 | $3.21M | Buy |
13,383
+286
| +2% | +$68.5K | 0.74% | 43 |
|
|
2022
Q3 | $2.15M | Buy |
13,097
+9,649
| +280% | +$1.58M | 0.55% | 57 |
|
|
2022
Q2 | $616K | Buy |
3,448
+400
| +13% | +$71.5K | 0.14% | 98 |
|
|
2022
Q1 | $679K | Buy |
3,048
+1,050
| +53% | +$234K | 0.15% | 99 |
|
|
2021
Q4 | $413K | Buy |
1,998
+223
| +13% | +$46.1K | 0.09% | 126 |
|
|
2021
Q3 | $341K | Buy |
+1,775
| New | +$341K | 0.08% | 140 |
|
|
2019
Q3 | – | Sell |
-335
| Closed | -$46K | – | 178 |
|
|
2019
Q2 | $46K | Buy |
+335
| New | +$46K | 0.02% | 236 |
|
|
2018
Q3 | – | Sell |
-302
| Closed | -$41K | – | 136 |
|
|
2018
Q2 | $41K | Hold |
302
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $44K | Buy |
+302
| New | +$44K | 0.02% | 197 |
|
|
2016
Q1 | – | Sell |
-2,586
| Closed | -$175K | – | 133 |
|
|
2015
Q4 | $175K | Sell |
2,586
-7,360
| -74% | -$498K | 0.11% | 107 |
|
|
2015
Q3 | $650K | Sell |
9,946
-550
| -5% | -$35.9K | 0.46% | 72 |
|
|
2015
Q2 | $890K | Sell |
10,496
-269
| -2% | -$22.8K | 0.6% | 62 |
|
|
2015
Q1 | $862K | Buy |
10,765
+753
| +8% | +$60.3K | 0.73% | 55 |
|
|
2014
Q4 | $916K | Sell |
10,012
-397
| -4% | -$36.3K | 0.72% | 61 |
|
|
2014
Q3 | $1.03M | Sell |
10,409
-434
| -4% | -$43K | 0.88% | 49 |
|
|
2014
Q2 | $1.18M | Sell |
10,843
-47
| -0.4% | -$5.11K | 1% | 38 |
|
|
2014
Q1 | $1.08M | Buy |
10,890
+153
| +1% | +$15.2K | 0.89% | 38 |
|
|
2013
Q4 | $975K | Buy |
+10,737
| New | +$975K | 0.87% | 46 |
|