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Barry Investment Advisors’s Caterpillar CAT Stock Holding History

Barry Investment Advisors’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
2025
Q4 		– Sell
-466
Closed -$222K – 103
2025
Q3 		$222K Buy
+466
New +$199K 0.05% 97

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barry Investment Advisors's CAT Position: Q4 2025 in Review

Barry Investment Advisors sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 466 shares — an estimated $222K sold.

Barry Investment Advisors first reported a position in CAT in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Barry Investment Advisors reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 466 Caterpillar shares in Q4 2025, an estimated $222K.
  • Barry Investment Advisors first reported a position in Caterpillar in Q3 2025 and held it in 1 quarter.
  • Barry Investment Advisors's Caterpillar position peaked at $222K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Barry Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.