SFC
Swisher Financial Concepts’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+528
| New | +$205K | 0.13% | 89 |
|
|
2024
Q4 | – | Sell |
-643
| Closed | -$251K | – | 66 |
|
|
2024
Q3 | $251K | Sell |
643
-50
| -7% | -$19.5K | 0.16% | 76 |
|
|
2024
Q2 | $227K | Hold |
693
| – | – | 0.23% | 67 |
|
|
2024
Q1 | $257K | Buy |
+693
| New | +$257K | 0.22% | 69 |
|