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Barber Financial Group’s Caterpillar CAT Stock Holding History

Barber Financial Group’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
2023
Q1 		$1.28M Buy
5,595
+14
+0.3% +$3.38K 0.23% 43
2022
Q4 		$1.34M Buy
5,581
+43
+0.8% +$9.36K 0.37% 40
2022
Q3 		$909K Buy
5,538
+5
+0.1% +$913 0.26% 49
2022
Q2 		$989K Buy
5,533
+32
+0.6% +$6.74K 0.16% 40
2022
Q1 		$1.23M Sell
5,501
-36
-0.7% -$7.55K 0.16% 43
2021
Q4 		$1.15M Buy
5,537
+36
+0.7% +$7.25K 0.14% 54
2021
Q3 		$1.06M Hold
5,501
– – 0.14% 57
2021
Q2 		$1.2M Buy
5,501
+1
+0% +$231 0.16% 53
2021
Q1 		$1.27M Hold
5,500
– – 0.19% 52
2020
Q4 		$1M Sell
5,500
-102
-2% -$17.3K 0.18% 57
2020
Q3 		$836K Buy
5,602
+38
+0.7% +$5.34K 0.18% 57
2020
Q2 		$704K Hold
5,564
– – 0.17% 58
2020
Q1 		$646K Sell
5,564
-15
-0.3% -$1.92K 0.2% 54
2019
Q4 		$824K Hold
5,579
– – 0.17% 69
2019
Q3 		$705K Sell
5,579
-398
-7% -$50.6K 0.15% 73
2019
Q2 		$815K Sell
5,977
-17
-0.3% -$2.25K 0.19% 65
2019
Q1 		$812K Sell
5,994
-150
-2% -$19.9K 0.16% 63
2018
Q4 		$781K Buy
6,144
+138
+2% +$18K 0.17% 66
2018
Q3 		$916K Sell
6,006
-592
-9% -$83.7K 0.22% 59
2018
Q2 		$895K Sell
6,598
-38
-0.6% -$5.68K 0.26% 58
2018
Q1 		$978K Hold
6,636
– – 0.26% 56
2017
Q4 		$1.05M Buy
6,636
+220
+3% +$30.5K 0.27% 57
2017
Q3 		$800K Sell
6,416
-236
-4% -$27.2K 0.23% 51
2017
Q2 		$715K Buy
6,652
+2
+0% +$203 0.23% 41
2017
Q1 		$617K Sell
6,650
-19
-0.3% -$1.8K 0.21% 42
2016
Q4 		$618K Buy
+6,669
New +$604K 0.22% 40

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barber Financial Group's CAT Position: Q1 2023 in Review

Barber Financial Group increased its Caterpillar (CAT) stake by 0.25% in Q1 2023, buying an estimated $3.38K and bringing the position to 5,595 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #43.

Barber Financial Group first reported a position in CAT in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2022. 2,278 funds tracked by Wall St. Rank hold CAT as of Q1 2023.

  • Barber Financial Group held 5,595 shares of Caterpillar worth $1.28M as of Q1 2023.
  • Barber Financial Group bought 14 Caterpillar shares in Q1 2023, an estimated $3.38K.
  • Caterpillar made up 0.23% of Barber Financial Group's portfolio in Q1 2023, its #43 holding.
  • Barber Financial Group first reported a position in Caterpillar in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's Caterpillar position peaked at $1.34M in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Caterpillar as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.