Barrett & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
268
| – | – | 0.04% | 204 |
|
|
2025
Q1 | $88.5K | Buy |
268
+37
| +16% | +$12.2K | 0.04% | 208 |
|
|
2024
Q4 | $83.9K | Hold |
231
| – | – | 0.04% | 213 |
|
|
2024
Q3 | $90.4K | Hold |
231
| – | – | 0.04% | 205 |
|
|
2024
Q2 | $77K | Sell |
231
-51
| -18% | -$17K | 0.03% | 222 |
|
|
2024
Q1 | $103K | Hold |
282
| – | – | 0.05% | 201 |
|
|
2023
Q4 | $83.5K | Hold |
282
| – | – | 0.05% | 210 |
|
|
2023
Q3 | $77.1K | Hold |
282
| – | – | 0.05% | 206 |
|
|
2023
Q2 | $69.5K | Hold |
282
| – | – | 0.04% | 223 |
|
|
2023
Q1 | $64.6K | Hold |
282
| – | – | 0.04% | 223 |
|
|
2022
Q4 | $67.7K | Hold |
282
| – | – | 0.04% | 210 |
|
|
2022
Q3 | $67.7K | Buy |
+282
| New | +$67.7K | 0.04% | 210 |
|