A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 2,197 shares of CAT stock, worth $807,551. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,197
Previous 2,025 8.49%
Holding current value
$807,551
Previous $332,000 58.43%
% of portfolio
0.16%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023

BUY
$171.23 - $243.14 $29,451 - $41,820
172 Added 8.49%
2,197 $0
Q3 2022

Oct 21, 2022

BUY
$162.44 - $198.25 $32,488 - $39,650
200 Added 10.96%
2,025 $332,000
Q3 2021

Oct 28, 2021

SELL
$189.84 - $221.66 $75,936 - $88,664
-400 Reduced 17.98%
1,825 $350,000
Q2 2020

Jul 30, 2020

SELL
$104.48 - $137.72 $73,136 - $96,404
-700 Reduced 23.93%
2,225 $281,000
Q1 2020

May 13, 2020

BUY
$91.85 - $150.53 $9,185 - $15,053
100 Added 3.54%
2,925 $339,000
Q4 2019

Feb 12, 2020

BUY
$117.97 - $148.5 $18,049 - $22,720
153 Added 5.73%
2,825 $417,000
Q2 2019

Aug 14, 2019

BUY
$119.81 - $143.36 $20,607 - $24,657
172 Added 6.88%
2,672 $362,000
Q1 2019

May 14, 2019

BUY
$121.51 - $141.41 $12,151 - $14,141
100 Added 4.17%
2,500 $339,000
Q4 2018

Feb 14, 2019

BUY
$112.34 - $158.22 $269,616 - $379,728
2,400 New
2,400 $305,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $194B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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