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Sargent Bickham Lagudis’s Caterpillar CAT Stock Holding History

Sargent Bickham Lagudis’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.52M Sell
18,864
-1,160
-6% -$253K 0.37% 60
2022
Q3 		$3.29M Buy
20,024
+3,542
+21% +$647K 0.29% 75
2022
Q2 		$2.95M Buy
16,482
+380
+2% +$80.1K 0.25% 88
2022
Q1 		$3.59M Buy
16,102
+15,145
+1,583% +$3.18M 0.28% 74
2021
Q4 		$198K Hold
957
– – 0.01% 251
2021
Q3 		$184K Buy
957
+51
+6% +$10.6K 0.02% 261
2021
Q2 		$197K Sell
906
-1
-0.1% -$231 0.02% 259
2021
Q1 		$210K Buy
907
+53
+6% +$11K 0.02% 232
2020
Q4 		$155K Sell
854
-55
-6% -$9.33K 0.01% 274
2020
Q3 		$136K Buy
909
+1
+0.1% +$140 0.01% 254
2020
Q2 		$115K Hold
908
– – 0.01% 259
2020
Q1 		$105K Sell
908
-187
-17% -$23.9K 0.01% 249
2019
Q4 		$162K Buy
1,095
+230
+27% +$32.1K 0.02% 227
2019
Q3 		$109K Sell
865
-2,014
-70% -$256K 0.01% 248
2019
Q2 		$392K Hold
2,879
– – 0.05% 154
2019
Q1 		$390K Sell
2,879
-128
-4% -$17K 0.05% 163
2018
Q4 		$382K Buy
3,007
+125
+4% +$16.3K 0.05% 154
2018
Q3 		$439K Hold
2,882
– – 0.05% 148
2018
Q2 		$391K Buy
2,882
+1
+0% +$149 0.05% 150
2018
Q1 		$425K Hold
2,881
– – 0.05% 145
2017
Q4 		$454K Hold
2,881
– – 0.05% 148
2017
Q3 		$359K Sell
2,881
-350
-11% -$40.3K 0.04% 166
2017
Q2 		$347K Buy
3,231
+151
+5% +$15.3K 0.04% 161
2017
Q1 		$286K Buy
3,080
+151
+5% +$14.3K 0.04% 174
2016
Q4 		$272K Hold
2,929
– – 0.04% 171
2016
Q3 		$260K Buy
2,929
+210
+8% +$17.2K 0.04% 181
2016
Q2 		$206K Hold
2,719
– – 0.03% 199
2016
Q1 		$208K Buy
+2,719
New +$182K 0.03% 201

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's CAT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Caterpillar (CAT) stake by 5.8% in Q4 2022, selling an estimated $253K and leaving 18,864 shares worth $4.52M. The position accounts for 0.37% of the portfolio, ranked #60.

Sargent Bickham Lagudis first reported a position in CAT in Q1 2016 and has held it in 28 quarters since. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

  • Sargent Bickham Lagudis held 18,864 shares of Caterpillar worth $4.52M as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,160 Caterpillar shares in Q4 2022, an estimated $253K.
  • Caterpillar made up 0.37% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #60 holding.
  • Sargent Bickham Lagudis first reported a position in Caterpillar in Q1 2016 and has held it in 28 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.