A detailed history of Kowal Investment Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,351 shares of CAT stock, worth $1.73 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,351
Previous 4,225 2.98%
Holding current value
$1.73 Million
Previous $1.41 Million 20.9%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Oct 16, 2024

BUY
$316.8 - $391.12 $39,916 - $49,281
126 Added 2.98%
4,351 $1.7 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $4,179 - $4,930
13 Added 0.31%
4,225 $1.41 Million
Q1 2024

Apr 18, 2024

BUY
$278.63 - $366.43 $34,550 - $45,437
124 Added 3.03%
4,212 $1.54 Million
Q4 2023

Jan 22, 2024

SELL
$226.05 - $298.12 $226 - $298
-1 Reduced 0.02%
4,088 $1.21 Million
Q3 2023

Oct 25, 2023

BUY
$240.58 - $288.65 $18,524 - $22,226
77 Added 1.92%
4,089 $1.12 Million
Q2 2023

Jul 18, 2023

SELL
$205.75 - $247.67 $3,292 - $3,962
-16 Reduced 0.4%
4,012 $987,000
Q1 2023

Apr 21, 2023

BUY
$215.01 - $264.54 $49,237 - $60,579
229 Added 6.03%
4,028 $921,000
Q4 2022

Jan 25, 2023

BUY
$171.23 - $243.14 $70,546 - $100,173
412 Added 12.16%
3,799 $0
Q3 2022

Nov 09, 2022

BUY
$162.44 - $198.25 $64,651 - $78,903
398 Added 13.32%
3,387 $556,000
Q2 2022

Aug 15, 2022

BUY
$178.67 - $235.08 $162,589 - $213,922
910 Added 43.77%
2,989 $534,000
Q1 2022

Apr 15, 2022

BUY
$182.83 - $229.87 $75,508 - $94,936
413 Added 24.79%
2,079 $463,000
Q4 2021

Feb 11, 2022

BUY
$188.94 - $214.25 $68,774 - $77,987
364 Added 27.96%
1,666 $344,000
Q3 2021

Nov 12, 2021

BUY
$189.84 - $221.66 $3,417 - $3,989
18 Added 1.4%
1,302 $250,000
Q2 2021

Aug 12, 2021

BUY
$208.86 - $244.79 $268,176 - $314,310
1,284 New
1,284 $279,000

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 $210B
  • 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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.