SFG
Sovereign Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
2,001
+14
| +0.7% | +$5.43K | 0.16% | 120 |
|
|
2025
Q1 | $655K | Buy |
1,987
+189
| +11% | +$62.3K | 0.15% | 127 |
|
|
2024
Q4 | $652K | Buy |
1,798
+25
| +1% | +$9.07K | 0.15% | 128 |
|
|
2024
Q3 | $694K | Sell |
1,773
-51
| -3% | -$20K | 0.16% | 120 |
|
|
2024
Q2 | $608K | Buy |
1,824
+14
| +0.8% | +$4.66K | 0.15% | 126 |
|
|
2024
Q1 | $663K | Buy |
1,810
+60
| +3% | +$22K | 0.18% | 115 |
|
|
2023
Q4 | $517K | Buy |
1,750
+94
| +6% | +$27.8K | 0.16% | 128 |
|
|
2023
Q3 | $452K | Sell |
1,656
-179
| -10% | -$48.9K | 0.16% | 132 |
|
|
2023
Q2 | $452K | Buy |
1,835
+91
| +5% | +$22.4K | 0.15% | 146 |
|
|
2023
Q1 | $399K | Buy |
1,744
+5
| +0.3% | +$1.14K | 0.15% | 145 |
|
|
2022
Q4 | $417K | Buy |
1,739
+96
| +6% | +$23K | 0.16% | 139 |
|
|
2022
Q3 | $270K | Buy |
1,643
+15
| +0.9% | +$2.47K | 0.11% | 167 |
|
|
2022
Q2 | $291K | Buy |
1,628
+15
| +0.9% | +$2.68K | 0.11% | 160 |
|
|
2022
Q1 | $359K | Buy |
1,613
+244
| +18% | +$54.3K | 0.13% | 154 |
|
|
2021
Q4 | $283K | Buy |
+1,369
| New | +$283K | 0.11% | 164 |
|