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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM