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Caterpillar shares owned by Cypress Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cypress Asset Management from 13F filings

Historical chart of Cypress Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Cypress Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cypress Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $817k 2.1k 383.63
2023-12-31 $659k 2.2k 295.67
2023-09-30 $610k 2.2k 273.00
2023-06-30 $525k 2.1k 246.05
2023-03-31 $367k 1.6k 228.84
2017-06-30 $253k 2.4k 107.66
2017-03-31 $339k 3.7k 92.88
2015-06-30 $327k 3.9k 84.94
2015-03-31 $315k 3.9k 79.95
2014-12-31 $1.8M 19k 91.52
2014-09-30 $1.9M 19k 99.05
2014-06-30 $2.1M 20k 108.66
2014-03-31 $2.4M 24k 99.36
2013-12-31 $2.5M 27k 90.80
2013-09-30 $2.7M 33k 83.40
2013-06-30 $4.4M 53k 82.49
2013-03-31 $4.9M 56k 86.97
2012-12-31 $5.0M 56k 89.61
2012-09-30 $4.9M 57k 86.03
2012-06-30 $4.8M 57k 84.91
2012-03-31 $6.2M 58k 106.52
2011-12-31 $5.3M 58k 90.61
2011-09-30 $4.2M 58k 73.83
2011-06-30 $5.6M 52k 106.46
2011-03-31 $5.3M 47k 111.35
2010-12-31 $4.1M 44k 93.65