TFGT
TS Financial Group (TSFG)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
279
+25
| +10% | +$9.68K | 0.02% | 223 |
|
|
2025
Q1 | $84K | Buy |
254
+25
| +11% | +$8.27K | 0.02% | 243 |
|
|
2024
Q4 | $83K | Sell |
229
-300
| -57% | -$109K | 0.02% | 231 |
|
|
2024
Q3 | $207K | Hold |
529
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $176K | Sell |
529
-38
| -7% | -$12.6K | 0.04% | 152 |
|
|
2024
Q1 | $208K | Buy |
567
+77
| +16% | +$28.2K | 0.05% | 141 |
|
|
2023
Q4 | $145K | Sell |
490
-78
| -14% | -$23.1K | 0.05% | 166 |
|
|
2023
Q3 | $155K | Hold |
568
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $140K | Buy |
568
+8
| +1% | +$1.97K | 0.05% | 156 |
|
|
2023
Q1 | $128K | Sell |
560
-112
| -17% | -$25.6K | 0.05% | 167 |
|
|
2022
Q4 | $161K | Sell |
672
-39
| -5% | -$9.34K | 0.06% | 150 |
|
|
2022
Q3 | $117K | Sell |
711
-4
| -0.6% | -$658 | 0.05% | 156 |
|
|
2022
Q2 | $128K | Buy |
715
+5
| +0.7% | +$895 | 0.06% | 154 |
|
|
2022
Q1 | $158K | Buy |
710
+1
| +0.1% | +$223 | 0.06% | 151 |
|
|
2021
Q4 | $147K | Sell |
709
-78
| -10% | -$16.2K | 0.05% | 161 |
|
|
2021
Q3 | $151K | Sell |
787
-44
| -5% | -$8.44K | 0.06% | 164 |
|
|
2021
Q2 | $181K | Buy |
831
+108
| +15% | +$23.5K | 0.07% | 142 |
|
|
2021
Q1 | $168K | Buy |
723
+107
| +17% | +$24.9K | 0.09% | 121 |
|
|
2020
Q4 | $112K | Sell |
616
-8
| -1% | -$1.46K | 0.06% | 147 |
|
|
2020
Q3 | $93K | Hold |
624
| – | – | 0.06% | 146 |
|
|
2020
Q2 | $79K | Hold |
624
| – | – | 0.05% | 156 |
|
|
2020
Q1 | $72K | Sell |
624
-16
| -3% | -$1.85K | 0.06% | 150 |
|
|
2019
Q4 | $95K | Hold |
640
| – | – | 0.07% | 143 |
|
|
2019
Q3 | $81K | Buy |
640
+20
| +3% | +$2.53K | 0.06% | 159 |
|
|
2019
Q2 | $84K | Hold |
620
| – | – | 0.07% | 158 |
|
|
2019
Q1 | $84K | Buy |
+620
| New | +$84K | 0.07% | 150 |
|