Ownership history in LYELL WEALTH MANAGEMENT, LP · 26 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Caterpillar Inc (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,245 | -610 | -1.6% | 1.55% | $21.3M | $571.53 |
| 2025 Q3 | ADDED | 37,855 | +492 | +1.3% | 1.34% | $18.1M | $474.67 |
| 2025 Q2 | ADDED | 37,363 | +1,445 | +4.0% | 1.15% | $14.5M | $384.78 |
| 2025 Q1 | ADDED | 35,918 | +516 | +1.5% | 1.11% | $11.8M | $325.32 |
| 2024 Q4 | ADDED | 35,402 | +52 | +0.1% | 1.15% | $12.8M | $356.53 |
| 2024 Q3 | REDUCED | 35,350 | -17 | -0.0% | 1.26% | $13.8M | $383.03 |
| 2024 Q2 | ADDED | 35,367 | +820 | +2.4% | 1.12% | $11.8M | $324.88 |
| 2024 Q1 | ADDED | 34,547 | +82 | +0.2% | 1.29% | $12.7M | $356.09 |
| 2023 Q4 | ADDED | 34,465 | +1,271 | +3.8% | 1.16% | $10.2M | $286.00 |
| 2023 Q3 | REDUCED | 33,194 | -337 | -1.0% | 1.22% | $9.1M | $262.72 |
As of 2025 Q4 — sorted by position size