LC
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Lourd Capital’s Caterpillar CAT Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-6,119
Closed -$778K – 155
2018
Q4 		$778K Buy
6,119
+65
+1% +$8.46K 0.06% 78
2018
Q3 		$923K Buy
+6,054
New +$856K 0.06% 70
2018
Q1 		– Sell
-6,030
Closed -$950K – 149
2017
Q4 		$950K Buy
+6,030
New +$836K 0.06% 75
2015
Q3 		– Sell
-2,696
Closed -$229K – 109
2015
Q2 		$229K Buy
2,696
+158
+6% +$13.6K 0.02% 112
2015
Q1 		$203K Sell
2,538
-56
-2% -$4.65K 0.02% 119
2014
Q4 		$237K Buy
2,594
+53
+2% +$5.16K 0.02% 107
2014
Q3 		$252K Buy
2,541
+357
+16% +$37.8K 0.03% 100
2014
Q2 		$237K Buy
2,184
+19
+0.9% +$1.99K 0.03% 101
2014
Q1 		$215K Sell
2,165
-150
-6% -$14.1K 0.02% 98
2013
Q4 		$210K Buy
+2,315
New +$198K 0.02% 99

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lourd Capital's CAT Position: Q1 2019 in Review

Lourd Capital sold out of Caterpillar (CAT) in Q1 2019, closing a stake of 6,119 shares — an estimated $778K sold.

Lourd Capital first reported a position in CAT in Q4 2013 and held it in 10 quarters. The position peaked at $950K in Q4 2017. 1,595 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Lourd Capital reported no remaining Caterpillar position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 6,119 Caterpillar shares in Q1 2019, an estimated $778K.
  • Lourd Capital first reported a position in Caterpillar in Q4 2013 and held it in 10 quarters.
  • Lourd Capital's Caterpillar position peaked at $950K in Q4 2017.
  • 1,595 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.