Caterpillar shares owned by Kozak & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $939k | 1.7k | 552.03 |
| 2025-06-30 | $643k | 1.6k | 402.20 |
| 2025-03-31 | $475k | 1.6k | 298.06 |
| 2024-12-31 | $577k | 1.6k | 363.86 |
| 2024-09-30 | $659k | 1.7k | 393.65 |
| 2024-06-30 | $551k | 1.7k | 330.67 |
| 2024-03-31 | $583k | 1.7k | 350.78 |
| 2023-12-31 | $419k | 1.5k | 287.29 |
| 2023-09-30 | $634k | 2.4k | 266.08 |
| 2023-06-30 | $691k | 2.8k | 247.31 |
| 2023-03-31 | $639k | 2.8k | 228.82 |
| 2022-12-31 | $668k | 2.8k | 239.43 |
| 2022-09-30 | $501k | 2.8k | 179.83 |
| 2022-06-30 | $497k | 2.8k | 178.65 |
| 2022-03-31 | $588k | 2.8k | 211.66 |
| 2021-12-31 | $588k | 2.8k | 211.66 |
| 2021-09-30 | $419k | 2.0k | 207.94 |
| 2020-12-31 | $382k | 2.0k | 193.03 |