Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $259K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $223K | Hold |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $214K | Sell |
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|
2015
Q3 | $212K | Buy |
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|
2015
Q2 | $271K | Buy |
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|
2015
Q1 | $244K | Hold |
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|
2014
Q4 | $279K | Hold |
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|
2014
Q3 | $302K | Hold |
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|
2014
Q2 | $331K | Sell |
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|
2014
Q1 | $3.03M | Sell |
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|
2013
Q4 | $2.78M | Sell |
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|
2013
Q3 | $2.58M | Buy |
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|
2013
Q2 | $2.47M | Buy |
|