Kozak & Associates’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 | $643K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $659K | Buy |
|
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|
2024
Q2 | $551K | Buy |
|
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|
2024
Q1 | $583K | Buy |
|
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|
2023
Q4 | $419K | Sell |
|
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|
2023
Q3 | $634K | Sell |
|
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $639K | Buy |
|
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|
2022
Q4 | $668K | Buy |
|
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|
2022
Q3 | $501K | Buy |
|
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $588K | Hold |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2020
Q4 | $382K | Buy |
|