SFA
Source Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $332K | Sell |
848
-1
| -0.1% | -$391 | 0.1% | 90 |
|
|
2024
Q2 | $283K | Buy |
849
+1
| +0.1% | +$333 | 0.09% | 97 |
|
|
2024
Q1 | $311K | Sell |
848
-1,238
| -59% | -$454K | 0.09% | 96 |
|
|
2023
Q4 | $617K | Sell |
2,086
-49
| -2% | -$14.5K | 0.19% | 66 |
|
|
2023
Q3 | $583K | Buy |
2,135
+14
| +0.7% | +$3.82K | 0.2% | 65 |
|
|
2023
Q2 | $522K | Buy |
2,121
+72
| +4% | +$17.7K | 0.17% | 79 |
|
|
2023
Q1 | $469K | Sell |
2,049
-1,577
| -43% | -$361K | 0.16% | 77 |
|
|
2022
Q4 | $869K | Sell |
3,626
-4
| -0.1% | -$958 | 0.33% | 57 |
|
|
2022
Q3 | $596K | Sell |
3,630
-131
| -3% | -$21.5K | 0.24% | 68 |
|
|
2022
Q2 | $672K | Sell |
3,761
-26
| -0.7% | -$4.65K | 0.26% | 66 |
|
|
2022
Q1 | $844K | Buy |
3,787
+1,259
| +50% | +$281K | 0.25% | 61 |
|
|
2021
Q4 | $523K | Sell |
2,528
-10
| -0.4% | -$2.07K | 0.14% | 71 |
|
|
2021
Q3 | $487K | Sell |
2,538
-39
| -2% | -$7.48K | 0.13% | 70 |
|
|
2021
Q2 | $561K | Buy |
2,577
+27
| +1% | +$5.88K | 0.14% | 71 |
|
|
2021
Q1 | $592K | Buy |
+2,550
| New | +$592K | 0.16% | 65 |
|