E.S. Barr & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $671K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $297K | Buy |
|