Sargent Bickham Lagudis’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.52M | Sell |
18,864
-1,160
| -6% | -$278K | 0.37% | 60 |
|
|
2022
Q3 | $3.29M | Buy |
20,024
+3,542
| +21% | +$581K | 0.29% | 75 |
|
|
2022
Q2 | $2.95M | Buy |
16,482
+380
| +2% | +$67.9K | 0.25% | 88 |
|
|
2022
Q1 | $3.59M | Buy |
16,102
+15,145
| +1,583% | +$3.37M | 0.28% | 74 |
|
|
2021
Q4 | $198K | Hold |
957
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $184K | Buy |
957
+51
| +6% | +$9.81K | 0.02% | 261 |
|
|
2021
Q2 | $197K | Sell |
906
-1
| -0.1% | -$217 | 0.02% | 259 |
|
|
2021
Q1 | $210K | Buy |
907
+53
| +6% | +$12.3K | 0.02% | 232 |
|
|
2020
Q4 | $155K | Sell |
854
-55
| -6% | -$9.98K | 0.01% | 274 |
|
|
2020
Q3 | $136K | Buy |
909
+1
| +0.1% | +$150 | 0.01% | 253 |
|
|
2020
Q2 | $115K | Hold |
908
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $105K | Sell |
908
-187
| -17% | -$21.6K | 0.01% | 249 |
|
|
2019
Q4 | $162K | Buy |
1,095
+230
| +27% | +$34K | 0.02% | 227 |
|
|
2019
Q3 | $109K | Sell |
865
-2,014
| -70% | -$254K | 0.01% | 248 |
|
|
2019
Q2 | $392K | Hold |
2,879
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $390K | Sell |
2,879
-128
| -4% | -$17.3K | 0.05% | 163 |
|
|
2018
Q4 | $382K | Buy |
3,007
+125
| +4% | +$15.9K | 0.05% | 154 |
|
|
2018
Q3 | $439K | Hold |
2,882
| – | – | 0.05% | 148 |
|
|
2018
Q2 | $391K | Buy |
2,882
+1
| +0% | +$136 | 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% | -$43.6K | 0.04% | 166 |
|
|
2017
Q2 | $347K | Buy |
3,231
+151
| +5% | +$16.2K | 0.04% | 161 |
|
|
2017
Q1 | $286K | Buy |
3,080
+151
| +5% | +$14K | 0.04% | 174 |
|
|
2016
Q4 | $272K | Hold |
2,929
| – | – | 0.04% | 171 |
|
|
2016
Q3 | $260 | Buy |
2,929
+210
| +8% | +$19 | 0.04% | 181 |
|
|
2016
Q2 | $206K | Hold |
2,719
| – | – | 0.03% | 199 |
|
|
2016
Q1 | $208K | Buy |
+2,719
| New | +$208K | 0.03% | 201 |
|