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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
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