Ladenburg Thalmann Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $26M | Sell |
180,813
-831
| -0.5% | -$120K | 0.16% | 133 |
|
|
2019
Q3 | $22.9M | Sell |
181,644
-4,143
| -2% | -$523K | 0.16% | 140 |
|
|
2019
Q2 | $25.3M | Sell |
185,787
-16,608
| -8% | -$2.26M | 0.18% | 124 |
|
|
2019
Q1 | $27.5M | Buy |
202,395
+3,660
| +2% | +$497K | 0.21% | 108 |
|
|
2018
Q4 | $25.3M | Buy |
198,735
+20,528
| +12% | +$2.61M | 0.23% | 106 |
|
|
2018
Q3 | $27.2M | Buy |
178,207
+5,096
| +3% | +$777K | 0.23% | 108 |
|
|
2018
Q2 | $25.5M | Hold |
173,111
| – | – | 0.24% | 99 |
|
|
2018
Q1 | $25.5M | Buy |
173,111
+8,592
| +5% | +$1.26M | 0.24% | 99 |
|
|
2017
Q4 | $25.9M | Buy |
164,519
+12,419
| +8% | +$1.96M | 0.25% | 95 |
|
|
2017
Q3 | $19M | Buy |
152,100
+23,749
| +19% | +$2.96M | 0.21% | 110 |
|
|
2017
Q2 | $13.8M | Sell |
128,351
-4,824
| -4% | -$518K | 0.16% | 137 |
|
|
2017
Q1 | $12.4M | Buy |
133,175
+13,168
| +11% | +$1.22M | 0.16% | 137 |
|
|
2016
Q4 | $11.1M | Buy |
120,007
+13,705
| +13% | +$1.27M | 0.15% | 139 |
|
|
2016
Q3 | $9.44M | Buy |
106,302
+103
| +0.1% | +$9.15K | 0.14% | 147 |
|
|
2016
Q2 | $8.06M | Buy |
106,199
+10,975
| +12% | +$833K | 0.13% | 166 |
|
|
2016
Q1 | $7.28M | Buy |
95,224
+4,298
| +5% | +$329K | 0.13% | 170 |
|
|
2015
Q4 | $6.19M | Sell |
90,926
-5,865
| -6% | -$399K | 0.11% | 172 |
|
|
2015
Q3 | $6.3M | Sell |
96,791
-33,284
| -26% | -$2.17M | 0.13% | 162 |
|
|
2015
Q2 | $11M | Buy |
130,075
+5,990
| +5% | +$508K | 0.2% | 115 |
|
|
2015
Q1 | $9.94M | Buy |
124,085
+31,020
| +33% | +$2.48M | 0.19% | 126 |
|
|
2014
Q4 | $8.51M | Buy |
93,065
+40,866
| +78% | +$3.74M | 0.19% | 117 |
|
|
2014
Q3 | $5.17M | Sell |
52,199
-1,411
| -3% | -$140K | 0.14% | 138 |
|
|
2014
Q2 | $5.83M | Buy |
53,610
+5,121
| +11% | +$556K | 0.16% | 122 |
|
|
2014
Q1 | $4.82M | Sell |
48,489
-2,344
| -5% | -$233K | 0.14% | 120 |
|
|
2013
Q4 | $4.62M | Buy |
50,833
+254
| +0.5% | +$23.1K | 0.14% | 119 |
|
|
2013
Q3 | $4.22M | Sell |
50,579
-3,249
| -6% | -$271K | 0.14% | 132 |
|
|
2013
Q2 | $4.45M | Buy |
+53,828
| New | +$4.45M | 0.16% | 117 |
|