Lehman & Derafelo Financial Resources’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $484K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $405K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $305K | Buy |
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