Lehman & Derafelo Financial Resources’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $526K | Buy |
2,197
+172
| +8% | +$41.2K | 0.16% | 62 |
|
|
2022
Q3 | $332K | Buy |
2,025
+200
| +11% | +$32.8K | 0.1% | 68 |
|
|
2022
Q2 | $326K | Hold |
1,825
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $407K | Hold |
1,825
| – | – | 0.11% | 72 |
|
|
2021
Q4 | $377K | Hold |
1,825
| – | – | 0.11% | 72 |
|
|
2021
Q3 | $350K | Sell |
1,825
-400
| -18% | -$76.7K | 0.11% | 71 |
|
|
2021
Q2 | $484K | Hold |
2,225
| – | – | 0.13% | 66 |
|
|
2021
Q1 | $516K | Hold |
2,225
| – | – | 0.14% | 62 |
|
|
2020
Q4 | $405K | Hold |
2,225
| – | – | 0.12% | 72 |
|
|
2020
Q3 | $332K | Hold |
2,225
| – | – | 0.11% | 73 |
|
|
2020
Q2 | $281K | Sell |
2,225
-700
| -24% | -$88.4K | 0.1% | 71 |
|
|
2020
Q1 | $339K | Buy |
2,925
+100
| +4% | +$11.6K | 0.14% | 64 |
|
|
2019
Q4 | $417K | Buy |
2,825
+153
| +6% | +$22.6K | 0.15% | 67 |
|
|
2019
Q3 | $338K | Hold |
2,672
| – | – | 0.13% | 71 |
|
|
2019
Q2 | $362K | Buy |
2,672
+172
| +7% | +$23.3K | 0.15% | 64 |
|
|
2019
Q1 | $339K | Buy |
2,500
+100
| +4% | +$13.6K | 0.15% | 65 |
|
|
2018
Q4 | $305K | Buy |
+2,400
| New | +$305K | 0.15% | 62 |
|