Kaizen Financial Strategies Caterpillar Inc Transaction History

Kaizen Financial Strategies

$183 Million
Q2 2025

A detailed history of Kaizen Financial Strategies transactions in Caterpillar Inc stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,191 shares of CAT stock, worth $694,531. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,191

Previous 1,436 17.06%

Holding current value

$694,531

Previous $473,000 2.33%

% of portfolio

0.25%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$273.94 - $388.21 $67,115 - $95,111	-245 Reduced 17.06%	1,191 $462,000
Q1 2025 Apr 08, 2025	SELL	$326.75 - $407.63 $31,041 - $38,724	-95 Reduced 6.21%	1,436 $473,000
Q4 2024 Feb 14, 2025	BUY	$360.37 - $416.88 $1,081 - $1,250	3 Added 0.2%	1,531 $555,000
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

# of Institutions

3,518

Shares Held

338M

Call Options Held

6.65M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $308B
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...

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Kaizen Financial Strategies Caterpillar Inc Transaction History