Hellman Jordan Management Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,515
| Closed | -$962K | – | 27 |
|
|
2019
Q4 | $962K | Buy |
6,515
+195
| +3% | +$28.8K | 1.08% | 33 |
|
|
2019
Q3 | $798K | Hold |
6,320
| – | – | 0.63% | 37 |
|
|
2019
Q2 | $861K | Buy |
6,320
+3,000
| +90% | +$409K | 1.18% | 29 |
|
|
2019
Q1 | $450K | Sell |
3,320
-500
| -13% | -$67.8K | 0.31% | 45 |
|
|
2018
Q4 | $485K | Buy |
+3,820
| New | +$485K | 0.54% | 42 |
|