CAM
Cypress Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
2,640
| – | – | 0.25% | 68 |
|
|
2025
Q1 | $871K | Sell |
2,640
-22
| -0.8% | -$7.26K | 0.23% | 70 |
|
|
2024
Q4 | $1.02M | Sell |
2,662
-95
| -3% | -$36.3K | 0.25% | 68 |
|
|
2024
Q3 | $1.08M | Buy |
2,757
+207
| +8% | +$81K | 0.27% | 69 |
|
|
2024
Q2 | $883K | Buy |
2,550
+420
| +20% | +$145K | 0.23% | 70 |
|
|
2024
Q1 | $817K | Sell |
2,130
-100
| -4% | -$38.4K | 0.22% | 74 |
|
|
2023
Q4 | $659K | Sell |
2,230
-5
| -0.2% | -$1.48K | 0.2% | 83 |
|
|
2023
Q3 | $610K | Buy |
2,235
+100
| +5% | +$27.3K | 0.2% | 85 |
|
|
2023
Q2 | $525K | Buy |
2,135
+530
| +33% | +$130K | 0.17% | 90 |
|
|
2023
Q1 | $367K | Buy |
+1,605
| New | +$367K | 0.13% | 102 |
|
|
2017
Q3 | – | Sell |
-2,350
| Closed | -$253K | – | 189 |
|
|
2017
Q2 | $253K | Sell |
2,350
-1,300
| -36% | -$140K | 0.05% | 175 |
|
|
2017
Q1 | $339K | Buy |
+3,650
| New | +$339K | 0.06% | 172 |
|
|
2015
Q3 | – | Sell |
-3,850
| Closed | -$327K | – | 195 |
|
|
2015
Q2 | $327K | Sell |
3,850
-90
| -2% | -$7.64K | 0.06% | 165 |
|
|
2015
Q1 | $315K | Sell |
3,940
-15,257
| -79% | -$1.22M | 0.06% | 164 |
|
|
2014
Q4 | $1.76M | Buy |
19,197
+125
| +0.7% | +$11.4K | 0.32% | 81 |
|
|
2014
Q3 | $1.89M | Sell |
19,072
-595
| -3% | -$58.9K | 0.34% | 77 |
|
|
2014
Q2 | $2.14M | Sell |
19,667
-4,247
| -18% | -$461K | 0.37% | 75 |
|
|
2014
Q1 | $2.38M | Sell |
23,914
-3,213
| -12% | -$319K | 0.43% | 64 |
|
|
2013
Q4 | $2.46M | Sell |
27,127
-5,654
| -17% | -$513K | 0.43% | 63 |
|
|
2013
Q3 | $2.73M | Sell |
32,781
-20,135
| -38% | -$1.68M | 0.51% | 60 |
|
|
2013
Q2 | $4.37M | Buy |
+52,916
| New | +$4.37M | 0.81% | 39 |
|