SAG
SageView Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
1,469
+90
| +7% | +$39K | 0.02% | 323 |
|
|
2025
Q1 | $455K | Buy |
1,379
+103
| +8% | +$34K | 0.02% | 366 |
|
|
2024
Q4 | $463K | Sell |
1,276
-153
| -11% | -$55.5K | 0.02% | 357 |
|
|
2024
Q3 | $559K | Sell |
1,429
-4
| -0.3% | -$1.57K | 0.03% | 283 |
|
|
2024
Q2 | $477K | Buy |
1,433
+172
| +14% | +$57.3K | 0.02% | 347 |
|
|
2024
Q1 | $462K | Sell |
1,261
-183
| -13% | -$67.1K | 0.02% | 340 |
|
|
2023
Q4 | $440K | Sell |
1,444
-1,947
| -57% | -$593K | 0.02% | 416 |
|
|
2023
Q3 | $926K | Buy |
3,391
+40
| +1% | +$10.9K | 0.05% | 221 |
|
|
2023
Q2 | $825K | Buy |
3,351
+192
| +6% | +$47.2K | 0.05% | 258 |
|
|
2023
Q1 | $723K | Sell |
3,159
-924
| -23% | -$211K | 0.05% | 255 |
|
|
2022
Q4 | $978K | Buy |
+4,083
| New | +$978K | 0.08% | 157 |
|