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
2025 Q2	$4.85M	Hold
2025 Q1	$4.12M	Hold
2024 Q4	$4.53M	Hold
2024 Q3	$4.89M	Hold
2024 Q2	$4.16M	Hold
2024 Q1	$4.58M	Hold
2023 Q4	$3.7M	Hold
2023 Q3	$3.41M	Hold
2023 Q2	$3.08M	Hold
2023 Q1	$2.86M	Hold
2022 Q4	$2.99M	Hold
2022 Q3	$2.05M	Hold
2022 Q2	$2.23M	Hold
2022 Q1	$2.79M	Hold
2021 Q4	$2.58M	Hold
2021 Q3	$2.4M	Hold
2021 Q2	$2.72M	Hold
2021 Q1	$2.9M	Hold
2020 Q4	$2.27M	Hold
2020 Q3	$1.86M	Hold
2020 Q2	$1.58M	Hold
2020 Q1	$1.45M	Hold
2019 Q4	$1.85M	Hold
2019 Q3	$1.58M	Hold
2019 Q2	$1.7M	Hold
2019 Q1	$1.69M	Hold
2018 Q4	$1.59M	Hold
2018 Q3	$1.91M	Hold
2018 Q2	$1.7M	Hold
2018 Q1	$1.84M	Hold
2017 Q4	$1.97M	Hold
2017 Q3	$1.56M	Hold
2017 Q2	$1.34M	Hold
2017 Q1	$1.16M	Hold
2016 Q4	$1.16M	Hold
2016 Q3	$1.11M	Hold
2016 Q2	$948K	Hold
2016 Q1	$957K	Hold
2015 Q4	$850K	Hold
2015 Q3	$817K	Hold
2015 Q2	$1.06M	Hold
2015 Q1	$1M	Hold
2014 Q4	$1.14M	Hold
2014 Q3	$1.24M	Hold
2014 Q2	$1.36M	Hold
2014 Q1	$1.24M	Hold
2013 Q4	$1.14M	Buy