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 |
|---|---|---|---|
| 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 |