Cypress Capital Management (Delaware)’s Caterpillar CAT Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-1,578	Closed	-$259K	–	28
2022 Q3	$259K	Hold	1,578	–	–	0.05%	174
2022 Q2	$282K	Hold	1,578	–	–	0.04%	171
2022 Q1	$352K	Hold	1,578	–	–	0.04%	165
2021 Q4	$326K	Buy	+1,578	New	+$318K	0.04%	177
2020 Q4	–	Sell	-2,070	Closed	-$309K	–	171
2020 Q3	$309K	Sell	2,070 -850	-29%	-$119K	0.05%	147
2020 Q2	$369K	Hold	2,920	–	–	0.06%	132
2020 Q1	$339K	Hold	2,920	–	–	0.07%	124
2019 Q4	$431K	Hold	2,920	–	–	0.07%	133
2019 Q3	$369K	Hold	2,920	–	–	0.06%	135
2019 Q2	$398K	Hold	2,920	–	–	0.07%	131
2019 Q1	$396K	Hold	2,920	–	–	0.07%	120
2018 Q4	$371K	Buy	2,920 +70	+2%	+$9.11K	0.08%	114
2018 Q3	$435K	Hold	2,850	–	–	0.08%	114
2018 Q2	$387K	Sell	2,850 -57	-2%	-$8.52K	0.07%	114
2018 Q1	$428K	Hold	2,907	–	–	0.08%	102
2017 Q4	$458K	Hold	2,907	–	–	0.09%	102
2017 Q3	$363K	Hold	2,907	–	–	0.08%	101
2017 Q2	$312K	Sell	2,907 -1,200	-29%	-$122K	0.07%	98
2017 Q1	$381K	Hold	4,107	–	–	0.1%	81
2016 Q4	$381K	Buy	+4,107	New	+$372K	0.1%	76

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Capital Management (Delaware)'s CAT Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Caterpillar (CAT) in Q4 2022, closing a stake of 1,578 shares — an estimated $259K sold.

Cypress Capital Management (Delaware) first reported a position in CAT in Q4 2016 and held it in 20 quarters. The position peaked at $458K in Q4 2017. 2,284 funds tracked by Wall St. Rank hold CAT as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Caterpillar position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 1,578 Caterpillar shares in Q4 2022, an estimated $259K.
Cypress Capital Management (Delaware) first reported a position in Caterpillar in Q4 2016 and held it in 20 quarters.
Cypress Capital Management (Delaware)'s Caterpillar position peaked at $458K in Q4 2017.
2,284 funds tracked by Wall St. Rank held Caterpillar as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.