SHFA
SS&H Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
3,525
| – | – | 0.46% | 51 |
|
|
2025
Q1 | $1.16M | Hold |
3,525
| – | – | 0.43% | 54 |
|
|
2024
Q4 | $1.28M | Hold |
3,525
| – | – | 0.47% | 53 |
|
|
2024
Q3 | $1.38M | Hold |
3,525
| – | – | 0.5% | 51 |
|
|
2024
Q2 | $1.17M | Hold |
3,525
| – | – | 0.46% | 54 |
|
|
2024
Q1 | $1.29M | Hold |
3,525
| – | – | 0.54% | 50 |
|
|
2023
Q4 | $1.04M | Hold |
3,525
| – | – | 0.44% | 57 |
|
|
2023
Q3 | $962K | Buy |
+3,525
| New | +$962K | 0.45% | 54 |
|
|
2023
Q1 | $830K | Hold |
3,625
| – | – | 0.38% | 65 |
|
|
2022
Q4 | $868K | Hold |
3,625
| – | – | 0.41% | 65 |
|
|
2022
Q3 | $595K | Hold |
3,625
| – | – | 0.31% | 74 |
|
|
2022
Q2 | $648K | Sell |
3,625
-15
| -0.4% | -$2.68K | 0.3% | 73 |
|
|
2022
Q1 | $811K | Buy |
+3,640
| New | +$811K | 0.32% | 75 |
|