SFSG
Sound Financial Strategies Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
1,715
-466
| -21% | -$181K | 0.56% | 76 |
|
|
2025
Q1 | $719K | Sell |
2,181
-140
| -6% | -$46.2K | 0.64% | 62 |
|
|
2024
Q4 | $842K | Buy |
2,321
+261
| +13% | +$94.7K | 0.7% | 43 |
|
|
2024
Q3 | $806K | Buy |
2,060
+58
| +3% | +$22.7K | 0.65% | 39 |
|
|
2024
Q2 | $667K | Sell |
2,002
-240
| -11% | -$79.9K | 0.58% | 52 |
|
|
2024
Q1 | $822K | Sell |
2,242
-91
| -4% | -$33.3K | 0.68% | 10 |
|
|
2023
Q4 | $690K | Sell |
2,333
-1,537
| -40% | -$454K | 0.58% | 13 |
|
|
2023
Q3 | $1.06M | Sell |
3,870
-349
| -8% | -$95.3K | 0.87% | 10 |
|
|
2023
Q2 | $1.04M | Sell |
4,219
-440
| -9% | -$108K | 0.76% | 19 |
|
|
2023
Q1 | $1.07M | Sell |
4,659
-148
| -3% | -$33.9K | 0.71% | 20 |
|
|
2022
Q4 | $1.15M | Buy |
+4,807
| New | +$1.15M | 0.84% | 13 |
|
|
2022
Q1 | – | Sell |
-2,801
| Closed | -$579K | – | 78 |
|
|
2021
Q4 | $579K | Sell |
2,801
-44
| -2% | -$9.1K | 0.29% | 69 |
|
|
2021
Q3 | $546K | Buy |
2,845
+13
| +0.5% | +$2.5K | 0.27% | 69 |
|
|
2021
Q2 | $616K | Buy |
2,832
+218
| +8% | +$47.4K | 0.31% | 53 |
|
|
2021
Q1 | $606K | Sell |
2,614
-1,128
| -30% | -$262K | 0.31% | 38 |
|
|
2020
Q4 | $681K | Buy |
+3,742
| New | +$681K | 0.37% | 21 |
|