Barrett Asset Management’s Caterpillar CAT Stock Holding History

Barrett Asset Management’s Portfolio CAT Stock Details CAT Fund Activity

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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