Caterpillar shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 1.2k | 569.79 |
| 2025-06-30 | $462k | 1.2k | 388.22 |
| 2025-03-31 | $474k | 1.4k | 329.77 |
| 2024-12-31 | $555k | 1.5k | 362.66 |
| 2024-09-30 | $598k | 1.5k | 391.19 |
| 2024-06-30 | $521k | 1.5k | 341.78 |
| 2024-03-31 | $6.2M | 17k | 366.47 |
| 2023-12-31 | $843k | 2.9k | 295.71 |
| 2023-09-30 | $669k | 2.5k | 272.97 |
| 2023-06-30 | $671k | 2.6k | 253.63 |
| 2023-03-31 | $607k | 2.7k | 228.80 |
| 2022-12-31 | $734k | 2.8k | 258.42 |
| 2022-09-30 | $581k | 3.5k | 164.17 |
| 2022-06-30 | $632k | 3.5k | 178.78 |
| 2022-03-31 | $809k | 3.6k | 222.80 |
| 2021-12-31 | $656k | 3.2k | 206.81 |
| 2021-09-30 | $822k | 4.3k | 191.92 |
More positions owned by Kaizen Financial Strategies
View all positions for Kaizen Financial Strategies