Sadoff Investment Management’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 |
-302,920
| Closed | -$44.7M | – | 86 |
|
|
2019
Q4 | $44.7M | Buy |
302,920
+2,530
| +0.8% | +$374K | 3.51% | 12 |
|
|
2019
Q3 | $37.9M | Sell |
300,390
-1,250
| -0.4% | -$158K | 3.17% | 13 |
|
|
2019
Q2 | $41.1M | Buy |
301,640
+810
| +0.3% | +$110K | 3.41% | 11 |
|
|
2019
Q1 | $40.8M | Buy |
300,830
+625
| +0.2% | +$84.7K | 3.49% | 9 |
|
|
2018
Q4 | $38.1M | Sell |
300,205
-3,025
| -1% | -$384K | 3.73% | 8 |
|
|
2018
Q3 | $46.2M | Buy |
303,230
+3,775
| +1% | +$576K | 4% | 8 |
|
|
2018
Q2 | $40.6M | Sell |
299,455
-2,650
| -0.9% | -$360K | 3.51% | 12 |
|
|
2018
Q1 | $44.5M | Buy |
302,105
+3,610
| +1% | +$532K | 3.75% | 9 |
|
|
2017
Q4 | $47M | Buy |
+298,495
| New | +$47M | 3.84% | 6 |
|