Kowal Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.12M | Buy |
|
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|
2023
Q2 | $987K | Sell |
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|
2023
Q1 | $922K | Buy |
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|
2022
Q4 | $910K | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $534K | Buy |
|
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $279K | Buy |
|