Argent Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
7,643
+324
| +4% | +$126K | 0.92% | 27 |
|
|
2025
Q1 | $2.41M | Buy |
7,319
+340
| +5% | +$112K | 0.81% | 31 |
|
|
2024
Q4 | $2.53M | Sell |
6,979
-121
| -2% | -$43.9K | 0.94% | 23 |
|
|
2024
Q3 | $2.78M | Sell |
7,100
-155
| -2% | -$60.6K | 1.03% | 21 |
|
|
2024
Q2 | $2.42M | Sell |
7,255
-810
| -10% | -$270K | 0.96% | 22 |
|
|
2024
Q1 | $2.96M | Sell |
8,065
-62
| -0.8% | -$22.7K | 1.17% | 19 |
|
|
2023
Q4 | $2.4M | Sell |
8,127
-36
| -0.4% | -$10.6K | 1.05% | 19 |
|
|
2023
Q3 | $2.23M | Sell |
8,163
-349
| -4% | -$95.3K | 1.02% | 21 |
|
|
2023
Q2 | $2.09M | Buy |
8,512
+4,307
| +102% | +$1.06M | 0.96% | 21 |
|
|
2023
Q1 | $962K | Buy |
4,205
+238
| +6% | +$54.5K | 0.46% | 56 |
|
|
2022
Q4 | $950K | Sell |
3,967
-72
| -2% | -$17.2K | 0.49% | 56 |
|
|
2022
Q3 | $663K | Buy |
4,039
+100
| +3% | +$16.4K | 0.39% | 67 |
|
|
2022
Q2 | $704K | Sell |
3,939
-310
| -7% | -$55.4K | 0.4% | 69 |
|
|
2022
Q1 | $947K | Sell |
4,249
-3,388
| -44% | -$755K | 0.51% | 60 |
|
|
2021
Q4 | $1.58M | Buy |
7,637
+97
| +1% | +$20.1K | 0.85% | 24 |
|
|
2021
Q3 | $1.45M | Buy |
7,540
+979
| +15% | +$188K | 0.83% | 31 |
|
|
2021
Q2 | $1.43M | Sell |
6,561
-990
| -13% | -$215K | 0.87% | 30 |
|
|
2021
Q1 | $1.75M | Sell |
7,551
-4,159
| -36% | -$964K | 1.13% | 18 |
|
|
2020
Q4 | $2.13M | Buy |
11,710
+222
| +2% | +$40.4K | 1.3% | 14 |
|
|
2020
Q3 | $1.71M | Buy |
11,488
+1,304
| +13% | +$194K | 1.17% | 18 |
|
|
2020
Q2 | $1.29M | Buy |
10,184
+2,778
| +38% | +$351K | 0.99% | 23 |
|
|
2020
Q1 | $859K | Buy |
7,406
+872
| +13% | +$101K | 0.86% | 27 |
|
|
2019
Q4 | $956K | Buy |
+6,534
| New | +$956K | 0.72% | 31 |
|