A detailed history of Kaizen Financial Strategies transactions in Caterpillar Inc stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,528 shares of CAT stock, worth $559,309. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,528
Previous 1,523 0.33%
Holding current value
$559,309
Previous $507,000 17.75%
% of portfolio
0.36%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$316.8 - $391.12 $1,584 - $1,955
5 Added 0.33%
1,528 $597,000
Q2 2024

Aug 02, 2024

SELL
$321.47 - $379.3 $96,441 - $113,790
-300 Reduced 16.46%
1,523 $507,000
Q1 2024

May 02, 2024

SELL
$278.63 - $366.43 $286,153 - $376,323
-1,027 Reduced 36.04%
1,823 $668,000
Q4 2023

Jan 18, 2024

BUY
$226.05 - $298.12 $90,420 - $119,248
400 Added 16.33%
2,850 $842,000
Q3 2023

Oct 31, 2023

SELL
$240.58 - $288.65 $47,153 - $56,575
-196 Reduced 7.41%
2,450 $668,000
Q2 2023

Aug 07, 2023

SELL
$205.75 - $247.67 $1,440 - $1,733
-7 Reduced 0.26%
2,646 $651,000
Q1 2023

May 10, 2023

SELL
$215.01 - $264.54 $40,206 - $49,468
-187 Reduced 6.58%
2,653 $607,000
Q4 2022

Jan 18, 2023

SELL
$171.23 - $243.14 $119,689 - $169,954
-699 Reduced 19.75%
2,840 $0
Q3 2022

Oct 18, 2022

BUY
$162.44 - $198.25 $649 - $793
4 Added 0.11%
3,539 $581,000
Q2 2022

Jul 18, 2022

SELL
$178.67 - $235.08 $17,152 - $22,567
-96 Reduced 2.64%
3,535 $632,000
Q1 2022

May 06, 2022

BUY
$182.83 - $229.87 $83,918 - $105,510
459 Added 14.47%
3,631 $809,000
Q4 2021

Jan 26, 2022

SELL
$188.94 - $214.25 $209,912 - $238,031
-1,111 Reduced 25.94%
3,172 $656,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $813,084 - $949,369
4,283 New
4,283 $822,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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