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Livermore
Livermore
ZHEN

Security Financial Services, INC.

SEC CIK
0001913590
Latest filing
Jul 15, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Security Financial Services, INC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
3,500
Value
$3.73M
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of CAT by Security Financial Services, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,500$3.73M0.5%−165−4.5%ReducedHolders
Q1 20263,665$2.60M0.4%+56+1.6%AddedHolders
Q4 20253,609$2.07M0.3%+16+0.4%AddedHolders
Q3 20253,593$1.71M0.3%+74+2.1%AddedHolders
Q2 20253,519$1.37M0.2%+81+2.4%AddedHolders
Q1 20253,438$1.13M0.2%+30+0.9%AddedHolders
Q4 20243,408$1.24M0.3%+74+2.2%AddedHolders
Q3 20243,334$1.30M0.3%+23+0.7%AddedHolders
Q2 20243,311$1.10M0.2%−5−0.2%ReducedHolders
Q1 20243,316$1.22M0.3%+6+0.2%AddedHolders
Q4 20233,310$978.7K0.2%00.0%UnchangedHolders
Q3 20233,310$903.5K0.3%+10.0%AddedHolders
Q2 20233,309$814.2K0.2%+80+2.5%AddedHolders
Q1 20233,229$738.9K0.2%+10.0%AddedHolders
Q4 20223,228$773.4K0.2%00.0%UnchangedHolders
Q3 20223,228$530.0K0.2%+10.0%AddedHolders
Q2 20223,227$577.0K0.2%00.0%UnchangedHolders
Q1 20223,227$719.0K0.2%−166−4.9%ReducedHolders
Q4 20213,393$701.0K0.2%–No prior filingHolders