Tirschwell & Loewy’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$495K Sell
3,650
-175
-5% -$23.2K 0.07% 57
2018
Q4
$486K Sell
3,825
-375
-9% -$48.8K 0.07% 58
2018
Q3
$640K Sell
4,200
-2,000
-32% -$283K 0.08% 54
2018
Q2
$841K Sell
6,200
-100
-2% -$14.9K 0.11% 57
2018
Q1
$928K Buy
6,300
+175
+3% +$27.6K 0.13% 60
2017
Q4
$965K Hold
6,125
0.14% 60
2017
Q3
$764K Sell
6,125
-225
-4% -$25.9K 0.12% 64
2017
Q2
$682K Sell
6,350
-235
-4% -$23.9K 0.11% 65
2017
Q1
$611K Hold
6,585
0.1% 65
2016
Q4
$611K Sell
6,585
-115
-2% -$10.4K 0.11% 65
2016
Q3
$595K Hold
6,700
0.1% 66
2016
Q2
$508K Buy
6,700
+1,750
+35% +$131K 0.09% 68
2016
Q1
$379K Buy
4,950
+75
+2% +$5.03K 0.07% 75
2015
Q4
$331K Buy
+4,875
New +$341K 0.06% 78
2014
Q1
Sell
-3,000
Closed -$272K 81
2013
Q4
$272K Buy
3,000
+100
+3% +$8.54K 0.05% 75
2013
Q3
$242K Sell
2,900
-500
-15% -$42.3K 0.05% 78
2013
Q2
$280K Buy
+3,400
New +$289K 0.06% 77

Other funds holding CAT

Tirschwell & Loewy's CAT Position: Q1 2019 in Review

Tirschwell & Loewy reduced its Caterpillar (CAT) stake by 4.6% in Q1 2019, selling an estimated $23.2K and leaving 3,650 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #57.

Tirschwell & Loewy first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $965K in Q4 2017. 1,594 funds tracked by Wall St. Rank hold CAT as of Q1 2019.

  • Tirschwell & Loewy held 3,650 shares of Caterpillar worth $495K as of Q1 2019.
  • Tirschwell & Loewy sold 175 Caterpillar shares in Q1 2019, an estimated $23.2K.
  • Caterpillar made up 0.07% of Tirschwell & Loewy's portfolio in Q1 2019, its #57 holding.
  • Tirschwell & Loewy first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
  • Tirschwell & Loewy's Caterpillar position peaked at $965K in Q4 2017.
  • 1,594 funds tracked by Wall St. Rank held Caterpillar as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.