SFG
SNS Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
3,756
-52
| -1% | -$20.2K | 0.14% | 64 |
|
|
2025
Q1 | $1.26M | Buy |
3,808
+81
| +2% | +$26.7K | 0.13% | 72 |
|
|
2024
Q4 | $1.35M | Buy |
3,727
+1
| +0% | +$363 | 0.14% | 69 |
|
|
2024
Q3 | $1.46M | Sell |
3,726
-296
| -7% | -$116K | 0.15% | 66 |
|
|
2024
Q2 | $1.34M | Buy |
4,022
+14
| +0.3% | +$4.66K | 0.14% | 68 |
|
|
2024
Q1 | $1.47M | Sell |
4,008
-37
| -0.9% | -$13.6K | 0.16% | 67 |
|
|
2023
Q4 | $1.2M | Buy |
4,045
+11
| +0.3% | +$3.25K | 0.14% | 72 |
|
|
2023
Q3 | $1.1M | Buy |
4,034
+23
| +0.6% | +$6.28K | 0.15% | 71 |
|
|
2023
Q2 | $987K | Sell |
4,011
-11
| -0.3% | -$2.71K | 0.13% | 81 |
|
|
2023
Q1 | $920K | Buy |
4,022
+52
| +1% | +$11.9K | 0.12% | 85 |
|
|
2022
Q4 | $951K | Buy |
3,970
+108
| +3% | +$25.9K | 0.13% | 84 |
|
|
2022
Q3 | $634K | Sell |
3,862
-3
| -0.1% | -$492 | 0.09% | 93 |
|
|
2022
Q2 | $691K | Buy |
3,865
+23
| +0.6% | +$4.11K | 0.09% | 92 |
|
|
2022
Q1 | $856K | Buy |
3,842
+1
| +0% | +$223 | 0.1% | 92 |
|
|
2021
Q4 | $794K | Sell |
3,841
-3
| -0.1% | -$620 | 0.08% | 99 |
|
|
2021
Q3 | $738K | Sell |
3,844
-11
| -0.3% | -$2.11K | 0.09% | 100 |
|
|
2021
Q2 | $839K | Sell |
3,855
-52
| -1% | -$11.3K | 0.11% | 92 |
|
|
2021
Q1 | $906K | Sell |
3,907
-14,227
| -78% | -$3.3M | 0.12% | 84 |
|
|
2020
Q4 | $3.3M | Sell |
18,134
-955
| -5% | -$174K | 0.47% | 37 |
|
|
2020
Q3 | $2.85M | Buy |
19,089
+15,272
| +400% | +$2.28M | 0.45% | 37 |
|
|
2020
Q2 | $483K | Buy |
3,817
+1
| +0% | +$127 | 0.09% | 105 |
|
|
2020
Q1 | $443K | Buy |
3,816
+166
| +5% | +$19.3K | 0.08% | 102 |
|
|
2019
Q4 | $539K | Buy |
3,650
+159
| +5% | +$23.5K | 0.09% | 108 |
|
|
2019
Q3 | $441K | Sell |
3,491
-294
| -8% | -$37.1K | 0.08% | 110 |
|
|
2019
Q2 | $516K | Buy |
3,785
+335
| +10% | +$45.7K | 0.1% | 112 |
|
|
2019
Q1 | $467K | Hold |
3,450
| – | – | 0.1% | 113 |
|
|
2018
Q4 | $438K | Hold |
3,450
| – | – | 0.11% | 111 |
|
|
2018
Q3 | $526K | Sell |
3,450
-34
| -1% | -$5.18K | 0.13% | 95 |
|
|
2018
Q2 | $473K | Hold |
3,484
| – | – | 0.12% | 93 |
|
|
2018
Q1 | $513K | Sell |
3,484
-1,026
| -23% | -$151K | 0.14% | 90 |
|
|
2017
Q4 | $711K | Sell |
4,510
-666
| -13% | -$105K | 0.17% | 83 |
|
|
2017
Q3 | $645K | Sell |
5,176
-113
| -2% | -$14.1K | 0.17% | 89 |
|
|
2017
Q2 | $569K | Sell |
5,289
-257
| -5% | -$27.6K | 0.15% | 95 |
|
|
2017
Q1 | $515K | Buy |
5,546
+3,615
| +187% | +$336K | 0.13% | 102 |
|
|
2016
Q4 | $179K | Buy |
+1,931
| New | +$179K | 0.05% | 148 |
|