RFS
Richardson Financial Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
115
+60
| +109% | +$23.5K | 0.03% | 266 |
|
|
2025
Q1 | $18.1K | Buy |
55
+15
| +38% | +$4.95K | 0.01% | 330 |
|
|
2024
Q4 | $14.5K | Buy |
+40
| New | +$14.5K | 0.01% | 362 |
|
|
2024
Q1 | – | Sell |
-92
| Closed | -$27.2K | – | 626 |
|
|
2023
Q4 | $27.2K | Buy |
+92
| New | +$27.2K | 0.02% | 258 |
|