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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.86M	Hold	12,500	–	–	3.41%	6
2025 Q4	$7.16M	Hold	12,500	–	–	2.66%	9
2025 Q3	$5.96M	Hold	12,500	–	–	2.22%	10
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	$2.23M	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	$2.27M	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	+$1.07M	0.99%	31

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barbara Oil Co's CAT Position: Q1 2026 in Review

Barbara Oil Co held its Caterpillar (CAT) position steady in Q1 2026 at 12,500 shares worth $8.86M. The position accounts for 3.41% of the portfolio, ranked #6.

Barbara Oil Co first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Barbara Oil Co held 12,500 shares of Caterpillar worth $8.86M as of Q1 2026.
Barbara Oil Co left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 3.41% of Barbara Oil Co's portfolio in Q1 2026, its #6 holding.
Barbara Oil Co first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.