SFS
CAT icon

Security Financial Services’s Caterpillar CAT Stock Holding History

Security Financial Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Sell
3,500
-165
-5% -$145K 0.52% 46
2026
Q1 		$2.6M Buy
3,665
+56
+2% +$38.8K 0.41% 52
2025
Q4 		$2.07M Buy
3,609
+16
+0.4% +$8.89K 0.32% 55
2025
Q3 		$1.71M Buy
3,593
+74
+2% +$31.6K 0.28% 60
2025
Q2 		$1.37M Buy
3,519
+81
+2% +$27K 0.24% 65
2025
Q1 		$1.13M Buy
3,438
+30
+0.9% +$10.7K 0.23% 67
2024
Q4 		$1.24M Buy
3,408
+74
+2% +$28.7K 0.25% 67
2024
Q3 		$1.3M Buy
3,334
+23
+0.7% +$7.94K 0.27% 60
2024
Q2 		$1.1M Sell
3,311
-5
-0.2% -$1.73K 0.24% 65
2024
Q1 		$1.22M Buy
3,316
+6
+0.2% +$1.92K 0.27% 63
2023
Q4 		$979K Hold
3,310
– – 0.24% 68
2023
Q3 		$904K Buy
3,310
+1
+0% +$271 0.26% 71
2023
Q2 		$814K Buy
3,309
+80
+2% +$17.8K 0.23% 69
2023
Q1 		$739K Buy
3,229
+1
+0% +$242 0.22% 78
2022
Q4 		$773K Hold
3,228
– – 0.24% 76
2022
Q3 		$530K Buy
3,228
+1
+0% +$183 0.18% 85
2022
Q2 		$577K Hold
3,227
– – 0.18% 80
2022
Q1 		$719K Sell
3,227
-166
-5% -$34.8K 0.23% 68
2021
Q4 		$701K Buy
+3,393
New +$683K 0.23% 72

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CTB
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UBP
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YCM
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