Kowal Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.7M | Buy |
4,351
+126
| +3% | +$49.3K | 0.31% | 47 |
|
|
2024
Q2 | $1.41M | Buy |
4,225
+13
| +0.3% | +$4.33K | 0.28% | 56 |
|
|
2024
Q1 | $1.54M | Buy |
4,212
+124
| +3% | +$45.4K | 0.33% | 48 |
|
|
2023
Q4 | $1.21M | Sell |
4,088
-1
| -0% | -$296 | 0.28% | 47 |
|
|
2023
Q3 | $1.12M | Buy |
4,089
+77
| +2% | +$21K | 0.3% | 50 |
|
|
2023
Q2 | $987K | Sell |
4,012
-16
| -0.4% | -$3.94K | 0.26% | 52 |
|
|
2023
Q1 | $922K | Buy |
4,028
+229
| +6% | +$52.4K | 0.26% | 52 |
|
|
2022
Q4 | $910K | Buy |
3,799
+412
| +12% | +$98.7K | 0.27% | 51 |
|
|
2022
Q3 | $556K | Buy |
3,387
+398
| +13% | +$65.3K | 0.19% | 64 |
|
|
2022
Q2 | $534K | Buy |
2,989
+910
| +44% | +$163K | 0.17% | 58 |
|
|
2022
Q1 | $463K | Buy |
2,079
+413
| +25% | +$92K | 0.14% | 62 |
|
|
2021
Q4 | $344K | Buy |
1,666
+364
| +28% | +$75.2K | 0.1% | 72 |
|
|
2021
Q3 | $250K | Buy |
1,302
+18
| +1% | +$3.46K | 0.08% | 81 |
|
|
2021
Q2 | $279K | Buy |
+1,284
| New | +$279K | 0.1% | 76 |
|