Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- Latest filing
- Feb 18, 2025
CAT holding history
Caterpillar Inc in every 13F filed by Kolinsky Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q4 2024 holdings
- Shares (Q4 2024)
- 675
- Value
- $244.9K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 675 | $244.9K | 0.1% | +19+2.9% | Added | Holders |
| Q3 2024 | 656 | $256.6K | 0.2% | +16+2.5% | Added | Holders |
| Q2 2024 | 640 | $213.2K | 0.2% | +79+14.1% | Added | Holders |
| Q1 2024 | 561 | $205.6K | 0.2% | −232−29.3% | Reduced | Holders |
| Q4 2023 | 793 | $234.5K | 0.2% | −304−27.7% | Reduced | Holders |
| Q3 2023 | 1,097 | $299.4K | 0.3% | +1,097 | New | Holders |