Security National Bank of Sioux City Iowa’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
1,064
+200
| +23% | +$77.6K | 0.29% | 66 |
|
|
2025
Q1 | $285K | Sell |
864
-40
| -4% | -$13.2K | 0.21% | 76 |
|
|
2024
Q4 | $328K | Hold |
904
| – | – | 0.23% | 74 |
|
|
2024
Q3 | $354K | Hold |
904
| – | – | 0.22% | 80 |
|
|
2024
Q2 | $301K | Sell |
904
-100
| -10% | -$33.3K | 0.22% | 76 |
|
|
2024
Q1 | $368K | Buy |
1,004
+165
| +20% | +$60.5K | 0.26% | 71 |
|
|
2023
Q4 | $248K | Hold |
839
| – | – | 0.19% | 85 |
|
|
2023
Q3 | $229K | Hold |
839
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $206K | Buy |
+839
| New | +$206K | 0.16% | 90 |
|
|
2022
Q4 | $237K | Buy |
+989
| New | +$237K | 0.18% | 90 |
|