Paragon Capital Management (Kansas)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
+2,600
| New | +$1.01M | 0.52% | 33 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3K | – | 63 |
|
|
2020
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 165 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$4K | – | 86 |
|
|
2019
Q2 | $4K | Sell |
30
-262
| -90% | -$34.9K | ﹤0.01% | 191 |
|
|
2019
Q1 | $40K | Buy |
+292
| New | +$40K | 0.02% | 98 |
|
|
2015
Q1 | – | Sell |
-2,678
| Closed | -$245K | – | 61 |
|
|
2014
Q4 | $245K | Hold |
2,678
| – | – | 0.09% | 55 |
|
|
2014
Q3 | $265K | Buy |
2,678
+145
| +6% | +$14.3K | 0.1% | 53 |
|
|
2014
Q2 | $275K | Sell |
2,533
-100
| -4% | -$10.9K | 0.11% | 54 |
|
|
2014
Q1 | $261K | Buy |
2,633
+208
| +9% | +$20.6K | 0.11% | 60 |
|
|
2013
Q4 | $220K | Hold |
2,425
| – | – | 0.11% | 60 |
|
|
2013
Q3 | $202K | Hold |
2,425
| – | – | 0.1% | 63 |
|
|
2013
Q2 | $200 | Buy |
+2,425
| New | +$200 | 0.1% | 67 |
|