Security National Bank of Sioux City Iowa’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 | $508K | Hold |
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|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q4 | $237K | Buy |
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