L.M. Kohn & Company’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 | $837K | Sell |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $961K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $725K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $281K | Buy |
|