RMA
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Roffman Miller Associates’s Caterpillar CAT Stock Holding History

Roffman Miller Associates’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
2020
Q3 		– Sell
-1,935
Closed -$245K – 87
2020
Q2 		$245K Buy
+1,935
New +$229K 0.02% 129

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State Farm Mutual Automobile Insurance
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Gates Foundation Trust
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Roffman Miller Associates's CAT Position: Q3 2020 in Review

Roffman Miller Associates sold out of Caterpillar (CAT) in Q3 2020, closing a stake of 1,935 shares — an estimated $245K sold.

Roffman Miller Associates first reported a position in CAT in Q2 2020 and held it in 1 quarter. The position peaked at $245K in Q2 2020. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

  • Roffman Miller Associates reported no remaining Caterpillar position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 1,935 Caterpillar shares in Q3 2020, an estimated $245K.
  • Roffman Miller Associates first reported a position in Caterpillar in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Caterpillar position peaked at $245K in Q2 2020.
  • 1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.