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Cypress Wealth Services’s Caterpillar CAT Stock Holding History

Cypress Wealth Services’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
Q2 		$3.23M Sell
3,033
-33
-1% -$29K 0.4% 52
2026
Q1 		$2.17M Buy
3,066
+107
+4% +$74.1K 0.31% 69
2025
Q4 		$1.69M Buy
+2,959
New +$1.64M 0.23% 81
2021
Q1 		– Sell
-1,114
Closed -$203K – 297
2020
Q4 		$203K Buy
+1,114
New +$189K 0.05% 274

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cypress Wealth Services's CAT Position: Q2 2026 in Review

Cypress Wealth Services reduced its Caterpillar (CAT) stake by 1.1% in Q2 2026, selling an estimated $29K and leaving 3,033 shares worth $3.23M. The position accounts for 0.4% of the portfolio, ranked #52.

Cypress Wealth Services first reported a position in CAT in Q4 2020 and has held it in 4 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cypress Wealth Services held 3,033 shares of Caterpillar worth $3.23M as of Q2 2026.
  • Cypress Wealth Services sold 33 Caterpillar shares in Q2 2026, an estimated $29K.
  • Caterpillar made up 0.4% of Cypress Wealth Services's portfolio in Q2 2026, its #52 holding.
  • Cypress Wealth Services first reported a position in Caterpillar in Q4 2020 and has held it in 4 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.