SFG
CAT icon

Sunburst Financial Group’s Caterpillar CAT Stock Holding History

Sunburst Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Buy
733
+121
+20% +$106K 0.13% 64
2026
Q1 		$434K Buy
612
+21
+4% +$14.5K 0.08% 84
2025
Q4 		$339K Buy
591
+100
+20% +$55.6K 0.07% 89
2025
Q3 		$234K Buy
+491
New +$210K 0.05% 108
2024
Q4 		– Sell
-1,549
Closed -$606K – 110
2024
Q3 		$606K Hold
1,549
– – 0.15% 66
2024
Q2 		$516K Hold
1,549
– – 0.14% 69
2024
Q1 		$563K Sell
1,549
-54
-3% -$17.3K 0.16% 66
2023
Q4 		$474K Sell
1,603
-12
-0.7% -$3.11K 0.15% 67
2023
Q3 		$441K Sell
1,615
-10
-0.6% -$2.71K 0.16% 64
2023
Q2 		$400K Buy
1,625
+5
+0.3% +$1.11K 0.14% 68
2023
Q1 		$371K Sell
1,620
-47
-3% -$11.4K 0.14% 68
2022
Q4 		$399K Hold
1,667
– – 0.16% 66
2022
Q3 		$274K Hold
1,667
– – 0.13% 73
2022
Q2 		$298K Hold
1,667
– – 0.14% 71
2022
Q1 		$371K Hold
1,667
– – 0.18% 56
2021
Q4 		$345K Buy
1,667
+5
+0.3% +$1.01K 0.18% 52
2021
Q3 		$319K Hold
1,662
– – 0.2% 49
2021
Q2 		$362K Hold
1,662
– – 0.23% 46
2021
Q1 		$385K Hold
1,662
– – 0.27% 42
2020
Q4 		$303K Sell
1,662
-103
-6% -$17.5K 0.23% 44
2020
Q3 		$263K Hold
1,765
– – 0.22% 47
2020
Q2 		$223K Buy
+1,765
New +$209K 0.2% 50
2020
Q1 		– Sell
-1,674
Closed -$247K – 54
2019
Q4 		$247K Buy
+1,674
New +$234K 0.22% 56

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CNB
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Wealth Enhancement Advisory Services
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QCM
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PFS
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ORIO
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CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return