SFI
SPC Financial Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
1,011
| – | – | 0.03% | 189 |
|
|
2025
Q1 | $333K | Sell |
1,011
-101
| -9% | -$33.3K | 0.03% | 201 |
|
|
2024
Q4 | $403K | Buy |
1,112
+97
| +10% | +$35.2K | 0.04% | 192 |
|
|
2024
Q3 | $397K | Sell |
1,015
-106
| -9% | -$41.5K | 0.04% | 193 |
|
|
2024
Q2 | $373K | Buy |
1,121
+471
| +72% | +$157K | 0.03% | 183 |
|
|
2024
Q1 | $238K | Buy |
+650
| New | +$238K | 0.02% | 214 |
|