Security Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $979K | Hold |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $739K | Buy |
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|
2022
Q4 | $773K | Hold |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $577K | Hold |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $701K | Buy |
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