Cypress Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $871K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $817K | Sell |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $339K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $327K | Sell |
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|
2015
Q1 | $315K | Sell |
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|
2014
Q4 | $1.76M | Buy |
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|
2014
Q3 | $1.89M | Sell |
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|
2014
Q2 | $2.14M | Sell |
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|
2014
Q1 | $2.38M | Sell |
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|
2013
Q4 | $2.46M | Sell |
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|
2013
Q3 | $2.73M | Sell |
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|
2013
Q2 | $4.37M | Buy |
|