Cypress Capital Management (Wyoming)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,735
| Closed | -$1.33M | – | 294 |
|
|
2021
Q1 | $1.33M | Sell |
5,735
-42
| -0.7% | -$9.74K | 1.17% | 34 |
|
|
2020
Q4 | $1.05M | Sell |
5,777
-104
| -2% | -$18.9K | 0.91% | 34 |
|
|
2020
Q3 | $935K | Sell |
5,881
-156
| -3% | -$24.8K | 0.84% | 37 |
|
|
2020
Q2 | $764K | Buy |
+6,037
| New | +$764K | 0.76% | 41 |
|
|
2019
Q1 | – | Sell |
-1,415
| Closed | -$180K | – | 280 |
|
|
2018
Q4 | $180K | Sell |
1,415
-125
| -8% | -$15.9K | 0.35% | 56 |
|
|
2018
Q3 | $235K | Buy |
1,540
+955
| +163% | +$146K | 0.24% | 83 |
|
|
2018
Q2 | $79K | Buy |
585
+285
| +95% | +$38.5K | 0.08% | 134 |
|
|
2018
Q1 | $44K | Sell |
300
-31
| -9% | -$4.55K | 0.05% | 157 |
|
|
2017
Q4 | $52K | Hold |
331
| – | – | 0.06% | 150 |
|
|
2017
Q3 | $41K | Hold |
331
| – | – | 0.05% | 140 |
|
|
2017
Q2 | $35.6K | Hold |
331
| – | – | 0.04% | 143 |
|
|
2017
Q1 | $30.7K | Hold |
331
| – | – | 0.04% | 152 |
|
|
2016
Q4 | $31.1K | Hold |
331
| – | – | 0.03% | 151 |
|
|
2016
Q3 | $29.4K | Hold |
331
| – | – | 0.04% | 137 |
|
|
2016
Q2 | $25.1K | Sell |
331
-1,904
| -85% | -$144K | 0.03% | 130 |
|
|
2016
Q1 | $171K | Sell |
2,235
-300
| -12% | -$23K | 0.23% | 64 |
|
|
2015
Q4 | $172K | Hold |
2,535
| – | – | 0.22% | 70 |
|
|
2015
Q3 | $166K | Sell |
2,535
-750
| -23% | -$49K | 0.21% | 68 |
|
|
2015
Q2 | $279K | Sell |
3,285
-25
| -0.8% | -$2.12K | 0.31% | 59 |
|
|
2015
Q1 | $265K | Sell |
3,310
-852
| -20% | -$68.2K | 0.32% | 58 |
|
|
2014
Q4 | $381K | Buy |
+4,162
| New | +$381K | 0.49% | 44 |
|