SFS
Summit Financial Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
1,845
-33
| -2% | -$12.8K | 0.07% | 74 |
|
|
2025
Q1 | $619K | Hold |
1,878
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $681K | Hold |
1,878
| – | – | 0.08% | 67 |
|
|
2024
Q3 | $735K | Sell |
1,878
-107
| -5% | -$41.9K | 0.08% | 66 |
|
|
2024
Q2 | $661K | Sell |
1,985
-117
| -6% | -$39K | 0.08% | 69 |
|
|
2024
Q1 | $770K | Sell |
2,102
-25
| -1% | -$9.16K | 0.11% | 62 |
|
|
2023
Q4 | $629K | Sell |
2,127
-52
| -2% | -$15.4K | 0.1% | 65 |
|
|
2023
Q3 | $595K | Hold |
2,179
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $536K | Buy |
2,179
+2
| +0.1% | +$492 | 0.1% | 62 |
|
|
2023
Q1 | $498K | Hold |
2,177
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $522K | Sell |
2,177
-107
| -5% | -$25.6K | 0.11% | 64 |
|
|
2022
Q3 | $375K | Hold |
2,284
| – | – | 0.09% | 72 |
|
|
2022
Q2 | $408K | Hold |
2,284
| – | – | 0.1% | 70 |
|
|
2022
Q1 | $509K | Sell |
2,284
-36
| -2% | -$8.02K | 0.1% | 61 |
|
|
2021
Q4 | $480K | Sell |
2,320
-1,089
| -32% | -$225K | 0.09% | 65 |
|
|
2021
Q3 | $654K | Buy |
3,409
+36
| +1% | +$6.91K | 0.12% | 51 |
|
|
2021
Q2 | $734K | Buy |
3,373
+1,954
| +138% | +$425K | 0.15% | 50 |
|
|
2021
Q1 | $329K | Buy |
1,419
+1
| +0.1% | +$232 | 0.12% | 51 |
|
|
2020
Q4 | $258K | Buy |
1,418
+1
| +0.1% | +$182 | 0.09% | 71 |
|
|
2020
Q3 | $211K | Buy |
+1,417
| New | +$211K | 0.09% | 69 |
|
|
2020
Q1 | – | Sell |
-1,417
| Closed | -$209K | – | 59 |
|
|
2019
Q4 | $209K | Buy |
+1,417
| New | +$209K | 0.1% | 56 |
|