S.C. Financial Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$264K Buy
+1,101
New +$264K 0.41% 84
2022
Q2
Sell
-1,078
Closed -$240K 121
2022
Q1
$240K Buy
1,078
+3
+0.3% +$668 0.31% 95
2021
Q4
$244K Buy
+1,075
New +$244K 0.28% 105