Barbara Oil Co’s Caterpillar CAT Stock Holding History

Barbara Oil Co’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.85M	Hold	12,500	–	–	1.91%	14
2025 Q1	$4.12M	Hold	12,500	–	–	1.67%	18
2024 Q4	$4.53M	Hold	12,500	–	–	1.88%	15
2024 Q3	$4.89M	Hold	12,500	–	–	2%	14
2024 Q2	$4.16M	Hold	12,500	–	–	1.82%	17
2024 Q1	$4.58M	Hold	12,500	–	–	1.94%	16
2023 Q4	$3.7M	Hold	12,500	–	–	1.66%	22
2023 Q3	$3.41M	Hold	12,500	–	–	1.62%	21
2023 Q2	$3.08M	Hold	12,500	–	–	1.41%	23
2023 Q1	$2.86M	Hold	12,500	–	–	1.37%	26
2022 Q4	$2.99M	Hold	12,500	–	–	1.43%	26
2022 Q3	$2.05M	Hold	12,500	–	–	1.13%	31
2022 Q2	$2.24M	Hold	12,500	–	–	1.16%	30
2022 Q1	$2.79M	Hold	12,500	–	–	1.28%	28
2021 Q4	$2.58M	Hold	12,500	–	–	1.12%	31
2021 Q3	$2.4M	Hold	12,500	–	–	1.13%	31
2021 Q2	$2.72M	Hold	12,500	–	–	1.25%	30
2021 Q1	$2.9M	Hold	12,500	–	–	1.4%	24
2020 Q4	$2.28M	Hold	12,500	–	–	1.15%	30
2020 Q3	$1.86M	Hold	12,500	–	–	1.02%	30
2020 Q2	$1.58M	Hold	12,500	–	–	0.92%	34
2020 Q1	$1.45M	Hold	12,500	–	–	0.97%	33
2019 Q4	$1.85M	Hold	12,500	–	–	0.98%	31
2019 Q3	$1.58M	Hold	12,500	–	–	0.89%	31
2019 Q2	$1.7M	Hold	12,500	–	–	0.97%	30
2019 Q1	$1.69M	Hold	12,500	–	–	1%	28
2018 Q4	$1.59M	Hold	12,500	–	–	1.07%	28
2018 Q3	$1.91M	Hold	12,500	–	–	1.12%	26
2018 Q2	$1.7M	Hold	12,500	–	–	1.09%	27
2018 Q1	$1.84M	Hold	12,500	–	–	1.2%	24
2017 Q4	$1.97M	Hold	12,500	–	–	1.26%	22
2017 Q3	$1.56M	Hold	12,500	–	–	1.08%	25
2017 Q2	$1.34M	Hold	12,500	–	–	0.97%	31
2017 Q1	$1.16M	Hold	12,500	–	–	0.86%	37
2016 Q4	$1.16M	Hold	12,500	–	–	0.9%	36
2016 Q3	$1.11M	Hold	12,500	–	–	0.89%	38
2016 Q2	$948K	Hold	12,500	–	–	0.76%	42
2016 Q1	$957K	Hold	12,500	–	–	0.81%	43
2015 Q4	$850K	Hold	12,500	–	–	0.72%	47
2015 Q3	$817K	Hold	12,500	–	–	0.72%	46
2015 Q2	$1.06M	Hold	12,500	–	–	0.88%	37
2015 Q1	$1M	Hold	12,500	–	–	0.82%	39
2014 Q4	$1.14M	Hold	12,500	–	–	0.93%	33
2014 Q3	$1.24M	Hold	12,500	–	–	1.05%	30
2014 Q2	$1.36M	Hold	12,500	–	–	1.16%	28
2014 Q1	$1.24M	Hold	12,500	–	–	1.1%	29
2013 Q4	$1.14M	Buy	+12,500	New	+$1.14M	0.99%	31