SFM
Signet Financial Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Sell |
23,990
-69
| -0.3% | -$26.8K | 1.17% | 18 |
|
|
2025
Q1 | $7.93M | Buy |
24,059
+111
| +0.5% | +$36.6K | 1.07% | 21 |
|
|
2024
Q4 | $8.69M | Buy |
23,948
+29
| +0.1% | +$10.5K | 1.11% | 20 |
|
|
2024
Q3 | $9.36M | Sell |
23,919
-568
| -2% | -$222K | 1.19% | 16 |
|
|
2024
Q2 | $8.16M | Sell |
24,487
-392
| -2% | -$131K | 1.1% | 21 |
|
|
2024
Q1 | $9.12M | Sell |
24,879
-491
| -2% | -$180K | 1.25% | 12 |
|
|
2023
Q4 | $7.5M | Sell |
25,370
-137
| -0.5% | -$40.5K | 1.12% | 17 |
|
|
2023
Q3 | $6.96M | Sell |
25,507
-1,482
| -5% | -$405K | 1.15% | 14 |
|
|
2023
Q2 | $6.64M | Buy |
26,989
+203
| +0.8% | +$49.9K | 1.05% | 17 |
|
|
2023
Q1 | $6.13M | Buy |
26,786
+100
| +0.4% | +$22.9K | 1.03% | 19 |
|
|
2022
Q4 | $6.39M | Sell |
26,686
-91
| -0.3% | -$21.8K | 1.14% | 18 |
|
|
2022
Q3 | $4.39M | Buy |
26,777
+145
| +0.5% | +$23.8K | 0.86% | 24 |
|
|
2022
Q2 | $4.76M | Buy |
26,632
+446
| +2% | +$79.7K | 0.91% | 25 |
|
|
2022
Q1 | $5.84M | Buy |
26,186
+4,266
| +19% | +$951K | 0.98% | 23 |
|
|
2021
Q4 | $4.53M | Sell |
21,920
-530
| -2% | -$110K | 0.69% | 37 |
|
|
2021
Q3 | $4.31M | Buy |
+22,450
| New | +$4.31M | 0.74% | 36 |
|
|
2021
Q2 | – | Sell |
-22,846
| Closed | -$5.3M | – | 138 |
|
|
2021
Q1 | $5.3M | Sell |
22,846
-497
| -2% | -$115K | 0.99% | 24 |
|
|
2020
Q4 | $4.25M | Sell |
23,343
-568
| -2% | -$103K | 0.86% | 30 |
|
|
2020
Q3 | $3.71M | Sell |
23,911
-1,396
| -6% | -$217K | 0.82% | 32 |
|
|
2020
Q2 | $3.59M | Sell |
25,307
-2,491
| -9% | -$354K | 0.8% | 35 |
|
|
2020
Q1 | $2.92M | Sell |
27,798
-2,752
| -9% | -$289K | 0.69% | 46 |
|
|
2019
Q4 | $4.51M | Sell |
30,550
-260
| -0.8% | -$38.4K | 0.84% | 35 |
|
|
2019
Q3 | $4.56M | Sell |
30,810
-958
| -3% | -$142K | 0.89% | 31 |
|
|
2019
Q2 | $4.22M | Sell |
31,768
-2,754
| -8% | -$366K | 0.84% | 41 |
|
|
2019
Q1 | $4.67M | Buy |
+34,522
| New | +$4.67M | 0.91% | 36 |
|
|
2018
Q4 | – | Sell |
-597
| Closed | -$91K | – | 317 |
|
|
2018
Q3 | $91K | Sell |
597
-1
| -0.2% | -$152 | 0.02% | 322 |
|
|
2018
Q2 | $81K | Sell |
598
-386
| -39% | -$52.3K | 0.01% | 327 |
|
|
2018
Q1 | $145K | Buy |
+984
| New | +$145K | 0.03% | 237 |
|