Badgley, Phelps & Bell’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.7M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $290K | Sell |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $203K | Buy |
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