Cypress Asset Management
CAT icon

Cypress Asset Management’s Caterpillar CAT Stock Holding History

Cypress Asset Management’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
2026
Q3 		$2.1M Sell
2,587
-96
-4% -$81.4K 0.41% 53
2026
Q2 		$2.86M Buy
2,683
+19
+0.7% +$16.7K 0.56% 44
2026
Q1 		$1.89M Buy
2,664
+42
+2% +$29.1K 0.44% 55
2025
Q4 		$1.5M Sell
2,622
-10
-0.4% -$5.56K 0.33% 61
2025
Q3 		$1.26M Sell
2,632
-8
-0.3% -$3.42K 0.29% 65
2025
Q2 		$1.02M Hold
2,640
– – 0.25% 68
2025
Q1 		$871K Sell
2,640
-22
-0.8% -$7.84K 0.23% 70
2024
Q4 		$1.02M Sell
2,662
-95
-3% -$36.8K 0.25% 68
2024
Q3 		$1.08M Buy
2,757
+207
+8% +$71.5K 0.27% 69
2024
Q2 		$883K Buy
2,550
+420
+20% +$146K 0.23% 70
2024
Q1 		$817K Sell
2,130
-100
-4% -$32K 0.22% 74
2023
Q4 		$659K Sell
2,230
-5
-0.2% -$1.3K 0.2% 83
2023
Q3 		$610K Buy
2,235
+100
+5% +$27.1K 0.2% 85
2023
Q2 		$525K Buy
2,135
+530
+33% +$118K 0.17% 90
2023
Q1 		$367K Buy
+1,605
New +$388K 0.13% 102
2017
Q3 		– Sell
-2,350
Closed -$253K – 189
2017
Q2 		$253K Sell
2,350
-1,300
-36% -$132K 0.05% 175
2017
Q1 		$339K Buy
+3,650
New +$346K 0.06% 172
2015
Q3 		– Sell
-3,850
Closed -$327K – 195
2015
Q2 		$327K Sell
3,850
-90
-2% -$7.74K 0.06% 165
2015
Q1 		$315K Sell
3,940
-15,257
-79% -$1.27M 0.06% 164
2014
Q4 		$1.76M Buy
19,197
+125
+0.7% +$12.2K 0.32% 81
2014
Q3 		$1.89M Sell
19,072
-595
-3% -$63.1K 0.34% 77
2014
Q2 		$2.14M Sell
19,667
-4,247
-18% -$446K 0.37% 75
2014
Q1 		$2.38M Sell
23,914
-3,213
-12% -$303K 0.43% 64
2013
Q4 		$2.46M Sell
27,127
-5,654
-17% -$483K 0.43% 63
2013
Q3 		$2.73M Sell
32,781
-20,135
-38% -$1.7M 0.51% 60
2013
Q2 		$4.36M Buy
+52,916
New +$4.5M 0.81% 39

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cypress Asset Management's CAT Position: Q3 2026 in Review

Cypress Asset Management reduced its Caterpillar (CAT) stake by 3.6% in Q3 2026, selling an estimated $81.4K and leaving 2,587 shares worth $2.1M. The position accounts for 0.41% of the portfolio, ranked #53.

Cypress Asset Management first reported a position in CAT in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.36M in Q2 2013. 2,794 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Cypress Asset Management held 2,587 shares of Caterpillar worth $2.1M as of Q3 2026.
  • Cypress Asset Management sold 96 Caterpillar shares in Q3 2026, an estimated $81.4K.
  • Caterpillar made up 0.41% of Cypress Asset Management's portfolio in Q3 2026, its #53 holding.
  • Cypress Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 26 quarters since.
  • Cypress Asset Management's Caterpillar position peaked at $4.36M in Q2 2013.
  • 2,794 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.