Kohmann Bosshard Financial Services’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 | $614K | Hold |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $587K | Hold |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $210K | Buy |
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