KOZAK & ASSOCIATES, INC. – Caterpillar Inc. Transaction History
KOZAK & ASSOCIATES, INC. portfolio value:
$501,000
portfolio value
KOZAK & ASSOCIATES, INC. quarter portfolio value change:
-8.21%
quarter
Caterpillar Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.14% | 4 shares | 4K | $164.08 | 2.78K |
| Q2 2022 | share | Increase | +0.14% | 4 shares | -91K | $178.76 | 2.78K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $222.82 | 2.77K | |
| Q4 2021 | share | Increase | +37.87% | 763 shares | 169K | $206.08 | 2.77K |
| Q3 2021 | share | Increase | +1.82% | 36 shares | 37K | $190.91 | 2.01K |
| Q4 2020 | share | Increase | 0.00% | 1.97K shares | 382K | $178.29 | 1.97K |