LAM
Lebenthal Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.53M | Buy |
16,450
+190
| +1% | +$17.6K | 0.19% | 168 |
|
|
2016
Q4 | $1.51M | Buy |
16,260
+1,398
| +9% | +$130K | 0.19% | 157 |
|
|
2016
Q3 | $1.32M | Buy |
14,862
+25
| +0.2% | +$2.22K | 0.17% | 178 |
|
|
2016
Q2 | $1.13M | Buy |
+14,837
| New | +$1.13M | 0.15% | 192 |
|