Lehman & Derafelo Financial Resources’s Caterpillar CAT Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$526K	Buy	2,197 +172	+8%	+$37.4K	0.16%	62
2022 Q3	$332K	Buy	2,025 +200	+11%	+$36.5K	0.1%	69
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%	-$83.3K	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%	97
2020 Q2	$281K	Sell	2,225 -700	-24%	-$83K	0.1%	92
2020 Q1	$339K	Buy	2,925 +100	+4%	+$12.8K	0.14%	64
2019 Q4	$417K	Buy	2,825 +153	+6%	+$21.4K	0.15%	67
2019 Q3	$338K	Hold	2,672	–	–	0.13%	71
2019 Q2	$362K	Buy	2,672 +172	+7%	+$22.7K	0.15%	64
2019 Q1	$339K	Buy	2,500 +100	+4%	+$13.3K	0.15%	65
2018 Q4	$305K	Buy	+2,400	New	+$312K	0.15%	62

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CAT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Caterpillar (CAT) stake by 8.5% in Q4 2022, buying an estimated $37.4K and bringing the position to 2,197 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #62.

Lehman & Derafelo Financial Resources first reported a position in CAT in Q4 2018 and has held it in 17 quarters since. 2,283 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,197 shares of Caterpillar worth $526K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 172 Caterpillar shares in Q4 2022, an estimated $37.4K.
Caterpillar made up 0.16% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #62 holding.
Lehman & Derafelo Financial Resources first reported a position in Caterpillar in Q4 2018 and has held it in 17 quarters since.
2,283 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.