LFR
Lehman Financial Resources’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $259K | Buy |
+1,700
| New | +$259K | 0.12% | 77 |
|
|
2018
Q1 | – | Sell |
-1,489
| Closed | -$234K | – | 82 |
|
|
2017
Q4 | $234K | Buy |
+1,489
| New | +$234K | 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% | -$15.3K | 0.12% | 56 |
|
|
2015
Q4 | $214K | Sell |
3,150
-100
| -3% | -$6.79K | 0.12% | 55 |
|
|
2015
Q3 | $212K | Buy |
3,250
+50
| +2% | +$3.26K | 0.11% | 56 |
|
|
2015
Q2 | $271K | Buy |
3,200
+150
| +5% | +$12.7K | 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% | -$2.98M | 0.16% | 49 |
|
|
2014
Q1 | $3.03M | Sell |
30,500
-100
| -0.3% | -$9.94K | 1.57% | 14 |
|
|
2013
Q4 | $2.78M | Sell |
30,600
-300
| -1% | -$27.2K | 1.72% | 17 |
|
|
2013
Q3 | $2.58M | Buy |
30,900
+1,000
| +3% | +$83.4K | 1.65% | 20 |
|
|
2013
Q2 | $2.47M | Buy |
+29,900
| New | +$2.47M | 1.67% | 19 |
|