LFR
CAT icon

Lehman Financial Resources’s Caterpillar CAT Stock Holding History

Lehman 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
2018
Q3 		$259K Buy
+1,700
New +$240K 0.12% 77
2018
Q1 		– Sell
-1,489
Closed -$234K – 82
2017
Q4 		$234K Buy
+1,489
New +$207K 0.12% 69
2016
Q3 		– Sell
-2,950
Closed -$223K – 58
2016
Q2 		$223K Hold
2,950
– – 0.11% 54
2016
Q1 		$225K Sell
2,950
-200
-6% -$13.4K 0.12% 56
2015
Q4 		$214K Sell
3,150
-100
-3% -$6.99K 0.12% 55
2015
Q3 		$212K Buy
3,250
+50
+2% +$3.82K 0.11% 56
2015
Q2 		$271K Buy
3,200
+150
+5% +$12.9K 0.13% 50
2015
Q1 		$244K Hold
3,050
– – 0.11% 55
2014
Q4 		$279K Hold
3,050
– – 0.14% 55
2014
Q3 		$302K Hold
3,050
– – 0.16% 48
2014
Q2 		$331K Sell
3,050
-27,450
-90% -$2.88M 0.16% 49
2014
Q1 		$3.03M Sell
30,500
-100
-0.3% -$9.43K 1.57% 14
2013
Q4 		$2.78M Sell
30,600
-300
-1% -$25.6K 1.72% 17
2013
Q3 		$2.58M Buy
30,900
+1,000
+3% +$84.6K 1.65% 20
2013
Q2 		$2.47M Buy
+29,900
New +$2.54M 1.67% 19

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lehman Financial Resources's CAT Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in Caterpillar (CAT) in Q3 2018: 1,700 shares worth $259K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in CAT as recently as Q4 2017.

Lehman Financial Resources first reported a position in CAT in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.03M in Q1 2014. 1,531 funds tracked by Wall St. Rank hold CAT as of Q3 2018.

  • Lehman Financial Resources held 1,700 shares of Caterpillar worth $259K as of Q3 2018.
  • Caterpillar was a new Lehman Financial Resources position in Q3 2018.
  • Caterpillar made up 0.12% of Lehman Financial Resources's portfolio in Q3 2018, its #77 holding.
  • Lehman Financial Resources first reported a position in Caterpillar in Q2 2013 and has held it in 15 quarters since.
  • Lehman Financial Resources's Caterpillar position peaked at $3.03M in Q1 2014.
  • 1,531 funds tracked by Wall St. Rank held Caterpillar as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.