SFP
CAT icon

Sweet Financial Partners’s Caterpillar CAT Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$637K Buy
1,629
+1
+0.1% +$345 0.14% 111
2024
Q2 		$542K Buy
1,628
+2
+0.1% +$693 0.12% 116
2024
Q1 		$596K Buy
1,626
+2
+0.1% +$639 0.14% 112
2023
Q4 		$480K Buy
1,624
+1
+0.1% +$259 0.11% 124
2023
Q3 		$443K Sell
1,623
-470
-22% -$128K 0.12% 114
2023
Q2 		$515K Sell
2,093
-1,000
-32% -$223K 0.14% 106
2023
Q1 		$708K Sell
3,093
-38
-1% -$9.19K 0.2% 81
2022
Q4 		$750K Hold
3,131
– – 0.22% 68
2022
Q3 		$514K Hold
3,131
– – 0.16% 87
2022
Q2 		$560K Sell
3,131
-11
-0.4% -$2.32K 0.18% 80
2022
Q1 		$700K Buy
3,142
+121
+4% +$25.4K 0.19% 67
2021
Q4 		$625K Buy
+3,021
New +$608K 0.26% 53

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return