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Tirschwell & Loewy’s Caterpillar CAT Stock Holding History

Tirschwell & Loewy’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 		$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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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.