Barrett & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $88.5K | Buy |
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|
2024
Q4 | $83.9K | Hold |
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|
2024
Q3 | $90.4K | Hold |
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|
2024
Q2 | $77K | Sell |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $83.5K | Hold |
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|
2023
Q3 | $77.1K | Hold |
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|
2023
Q2 | $69.5K | Hold |
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|
2023
Q1 | $64.6K | Hold |
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|
2022
Q4 | $67.7K | Hold |
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|
2022
Q3 | $67.7K | Buy |
|