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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
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 		$4.37M Buy
+52,916
New +$4.5M 0.81% 39

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Asset Management's CAT Position: Q4 2025 in Review

Cypress Asset Management reduced its Caterpillar (CAT) stake by 0.38% in Q4 2025, selling an estimated $5.56K and leaving 2,622 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #61.

Cypress Asset Management first reported a position in CAT in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.37M in Q2 2013. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Cypress Asset Management held 2,622 shares of Caterpillar worth $1.5M as of Q4 2025.
  • Cypress Asset Management sold 10 Caterpillar shares in Q4 2025, an estimated $5.56K.
  • Caterpillar made up 0.33% of Cypress Asset Management's portfolio in Q4 2025, its #61 holding.
  • Cypress Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 23 quarters since.
  • Cypress Asset Management's Caterpillar position peaked at $4.37M in Q2 2013.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.