CFGSD
Compass Financial Group (South Dakota)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
1,141
+3
| +0.3% | +$1.16K | 0.07% | 56 |
|
|
2025
Q1 | $376K | Buy |
1,138
+59
| +5% | +$19.5K | 0.07% | 61 |
|
|
2024
Q4 | $391K | Buy |
1,079
+2
| +0.2% | +$726 | 0.07% | 60 |
|
|
2024
Q3 | $421K | Buy |
1,077
+2
| +0.2% | +$782 | 0.08% | 58 |
|
|
2024
Q2 | $358K | Buy |
1,075
+1
| +0.1% | +$333 | 0.08% | 62 |
|
|
2024
Q1 | $393K | Buy |
1,074
+2
| +0.2% | +$733 | 0.09% | 58 |
|
|
2023
Q4 | $317K | Buy |
1,072
+3
| +0.3% | +$887 | 0.08% | 65 |
|
|
2023
Q3 | $292K | Buy |
1,069
+2
| +0.2% | +$546 | 0.09% | 70 |
|
|
2023
Q2 | $263K | Buy |
1,067
+2
| +0.2% | +$492 | 0.08% | 78 |
|
|
2023
Q1 | $244K | Buy |
+1,065
| New | +$244K | 0.08% | 80 |
|