Sadoff Investment Management’s Caterpillar CAT Stock Holding History

Sadoff Investment Management’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 Q1	–	Sell	-302,920	Closed	-$44.7M	–	86
2019 Q4	$44.7M	Buy	302,920 +2,530	+0.8%	+$353K	3.51%	12
2019 Q3	$37.9M	Sell	300,390 -1,250	-0.4%	-$159K	3.17%	13
2019 Q2	$41.1M	Buy	301,640 +810	+0.3%	+$107K	3.41%	11
2019 Q1	$40.8M	Buy	300,830 +625	+0.2%	+$83K	3.49%	9
2018 Q4	$38.1M	Sell	300,205 -3,025	-1%	-$394K	3.73%	8
2018 Q3	$46.2M	Buy	303,230 +3,775	+1%	+$534K	4%	8
2018 Q2	$40.6M	Sell	299,455 -2,650	-0.9%	-$396K	3.51%	12
2018 Q1	$44.5M	Buy	302,105 +3,610	+1%	+$570K	3.75%	9
2017 Q4	$47M	Buy	+298,495	New	+$41.4M	3.84%	6

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sadoff Investment Management's CAT Position: Q1 2020 in Review

Sadoff Investment Management sold out of Caterpillar (CAT) in Q1 2020, closing a stake of 302,920 shares — an estimated $44.7M sold.

Sadoff Investment Management first reported a position in CAT in Q4 2017 and held it in 9 quarters. The position peaked at $47M in Q4 2017. 1,491 funds tracked by Wall St. Rank hold CAT as of Q1 2020.

Sadoff Investment Management reported no remaining Caterpillar position as of Q1 2020 after selling out during the quarter.
Sadoff Investment Management sold 302,920 Caterpillar shares in Q1 2020, an estimated $44.7M.
Sadoff Investment Management first reported a position in Caterpillar in Q4 2017 and held it in 9 quarters.
Sadoff Investment Management's Caterpillar position peaked at $47M in Q4 2017.
1,491 funds tracked by Wall St. Rank held Caterpillar as of Q1 2020.

Based on Sadoff Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.