SFS
Security Financial Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,519
+81
| +2% | +$31.4K | 0.24% | 65 |
|
|
2025
Q1 | $1.13M | Buy |
3,438
+30
| +0.9% | +$9.89K | 0.23% | 67 |
|
|
2024
Q4 | $1.24M | Buy |
3,408
+74
| +2% | +$26.8K | 0.25% | 67 |
|
|
2024
Q3 | $1.3M | Buy |
3,334
+23
| +0.7% | +$9K | 0.27% | 60 |
|
|
2024
Q2 | $1.1M | Sell |
3,311
-5
| -0.2% | -$1.67K | 0.24% | 65 |
|
|
2024
Q1 | $1.22M | Buy |
3,316
+6
| +0.2% | +$2.2K | 0.27% | 63 |
|
|
2023
Q4 | $979K | Hold |
3,310
| – | – | 0.24% | 68 |
|
|
2023
Q3 | $904K | Buy |
3,310
+1
| +0% | +$273 | 0.26% | 71 |
|
|
2023
Q2 | $814K | Buy |
3,309
+80
| +2% | +$19.7K | 0.23% | 69 |
|
|
2023
Q1 | $739K | Buy |
3,229
+1
| +0% | +$229 | 0.22% | 78 |
|
|
2022
Q4 | $773K | Hold |
3,228
| – | – | 0.24% | 76 |
|
|
2022
Q3 | $530K | Buy |
3,228
+1
| +0% | +$164 | 0.18% | 85 |
|
|
2022
Q2 | $577K | Hold |
3,227
| – | – | 0.18% | 80 |
|
|
2022
Q1 | $719K | Sell |
3,227
-166
| -5% | -$37K | 0.23% | 68 |
|
|
2021
Q4 | $701K | Buy |
+3,393
| New | +$701K | 0.23% | 72 |
|