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

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