Sargent Bickham Lagudis’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $197K | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q4 | $155K | Sell |
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|
2020
Q3 | $136K | Buy |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $162K | Buy |
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|
2019
Q3 | $109K | Sell |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $439K | Hold |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $425K | Hold |
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|
2017
Q4 | $454K | Hold |
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|
2017
Q3 | $359K | Sell |
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|
2017
Q2 | $347K | Buy |
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|
2017
Q1 | $286K | Buy |
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|
2016
Q4 | $272K | Hold |
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|
2016
Q3 | $260 | Buy |
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|
2016
Q2 | $206K | Hold |
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|
2016
Q1 | $208K | Buy |
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