Barrett Asset Management’s Caterpillar CAT Stock Holding History

Barrett Asset Management’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
2022 Q1	$863K	Buy
2021 Q4	$680K	Buy
2021 Q3	$490K	Hold
2021 Q2	$555K	Hold
2021 Q1	$591K	Hold
2020 Q4	$464K	Hold
2020 Q3	$380K	Hold
2020 Q2	$323K	Buy
2020 Q1	$232K	Sell
2019 Q4	$325K	Sell
2019 Q3	$303K	Hold
2019 Q2	$327K	Hold
2019 Q1	$325K	Sell
2018 Q4	$318K	Sell
2018 Q3	$762K	Hold
2018 Q2	$678K	Hold
2018 Q1	$737K	Hold
2017 Q4	$788K	Hold
2017 Q3	$624K	Hold
2017 Q2	$537K	Hold
2017 Q1	$464K	Sell
2016 Q4	$492K	Buy
2016 Q3	$444K	Hold
2016 Q2	$379K	Hold
2016 Q1	$383K	Hold
2015 Q4	$340K	Sell
2015 Q3	$327K	Hold
2015 Q2	$425K	Sell
2015 Q1	$441K	Sell
2014 Q4	$1.92M	Buy
2014 Q3	$1.96M	Sell
2014 Q2	$2.44M	Buy
2014 Q1	$2.19M	Buy
2013 Q4	$1.61M	Buy
2013 Q3	$1.39M	Buy
2013 Q2	$1.17M	Buy