Kohmann Bosshard Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Hold |
1,582
| – | – | 0.07% | 106 |
|
|
2025
Q1 | $522K | Sell |
1,582
-2
| -0.1% | -$660 | 0.06% | 118 |
|
|
2024
Q4 | $575K | Buy |
1,584
+2
| +0.1% | +$726 | 0.07% | 105 |
|
|
2024
Q3 | $619K | Sell |
1,582
-180
| -10% | -$70.4K | 0.08% | 102 |
|
|
2024
Q2 | $587K | Hold |
1,762
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $646K | Buy |
1,762
+187
| +12% | +$68.5K | 0.09% | 97 |
|
|
2023
Q4 | $466K | Sell |
1,575
-75
| -5% | -$22.2K | 0.07% | 109 |
|
|
2023
Q3 | $450K | Hold |
1,650
| – | – | 0.08% | 104 |
|
|
2023
Q2 | $406K | Buy |
1,650
+700
| +74% | +$172K | 0.07% | 111 |
|
|
2023
Q1 | $217K | Buy |
950
+75
| +9% | +$17.2K | 0.04% | 147 |
|
|
2022
Q4 | $210K | Buy |
+875
| New | +$210K | 0.04% | 147 |
|