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Caterpillar shares owned by Lehman Financial Resources

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lehman Financial Resources from 13F filings

Historical chart of Lehman Financial Resources investment in Caterpillar

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All positions including Caterpillar held by Lehman Financial Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lehman Financial Resources

Quarter filed Position value Share count Share price at filing
2018-09-30 $259k 1.7k 152.35
2017-12-31 $234k 1.5k 157.15
2016-06-30 $223k 3.0k 75.59
2016-03-31 $225k 3.0k 76.27
2015-12-31 $214k 3.2k 67.94
2015-09-30 $212k 3.3k 65.23
2015-06-30 $271k 3.2k 84.69
2015-03-31 $244k 3.1k 80.00
2014-12-31 $302k 3.1k 99.02
2014-09-30 $302k 3.1k 99.02
2014-06-30 $331k 3.1k 108.52
2014-03-31 $3.0M 31k 99.38
2013-12-31 $2.8M 31k 90.82
2013-09-30 $2.6M 31k 83.40
2013-06-30 $2.5M 30k 82.47
2013-03-31 $2.6M 30k 86.96
2012-12-31 $2.7M 30k 89.61