SFG
SageGuard Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $333K | Sell |
1,733
-14,538
| -89% | -$2.79M | 5.22% | 7 |
|
|
2021
Q2 | $3.54M | Buy |
16,271
+3,678
| +29% | +$800K | 1.61% | 16 |
|
|
2021
Q1 | $2.92M | Buy |
12,593
+6,969
| +124% | +$1.62M | 1.36% | 18 |
|
|
2020
Q4 | $1.02M | Buy |
+5,624
| New | +$1.02M | 0.49% | 54 |
|