L.M. Kohn & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
2,155
-350
| -14% | -$136K | 0.23% | 88 |
|
|
2025
Q1 | $826K | Sell |
2,505
-144
| -5% | -$47.5K | 0.22% | 98 |
|
|
2024
Q4 | $961K | Sell |
2,649
-7
| -0.3% | -$2.54K | 0.25% | 78 |
|
|
2024
Q3 | $1.04M | Buy |
2,656
+215
| +9% | +$84.1K | 0.26% | 79 |
|
|
2024
Q2 | $813K | Buy |
2,441
+462
| +23% | +$154K | 0.22% | 96 |
|
|
2024
Q1 | $725K | Buy |
1,979
+29
| +1% | +$10.6K | 0.2% | 106 |
|
|
2023
Q4 | $577K | Buy |
1,950
+137
| +8% | +$40.5K | 0.18% | 114 |
|
|
2023
Q3 | $495K | Buy |
1,813
+14
| +0.8% | +$3.82K | 0.18% | 118 |
|
|
2023
Q2 | $443K | Buy |
1,799
+315
| +21% | +$77.5K | 0.17% | 132 |
|
|
2023
Q1 | $339K | Buy |
1,484
+46
| +3% | +$10.5K | 0.14% | 146 |
|
|
2022
Q4 | $345K | Buy |
1,438
+59
| +4% | +$14.1K | 0.16% | 141 |
|
|
2022
Q3 | $227K | Sell |
1,379
-179
| -11% | -$29.5K | 0.11% | 176 |
|
|
2022
Q2 | $279K | Buy |
1,558
+300
| +24% | +$53.7K | 0.13% | 171 |
|
|
2022
Q1 | $281K | Buy |
+1,258
| New | +$281K | 0.11% | 194 |
|