Sage Capital Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,455
Closed -$214K 87
2018
Q1
$214K Buy
1,455
+8
+0.6% +$1.18K 0.15% 80
2017
Q4
$228K Buy
+1,447
New +$228K 0.15% 75