E.S. Barr & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
1,675
-125
| -7% | -$48.5K | 0.04% | 65 |
|
|
2025
Q1 | $594K | Sell |
1,800
-50
| -3% | -$16.5K | 0.04% | 66 |
|
|
2024
Q4 | $671K | Hold |
1,850
| – | – | 0.04% | 62 |
|
|
2024
Q3 | $724K | Sell |
1,850
-13
| -0.7% | -$5.09K | 0.05% | 61 |
|
|
2024
Q2 | $621K | Buy |
1,863
+50
| +3% | +$16.7K | 0.04% | 62 |
|
|
2024
Q1 | $664K | Sell |
1,813
-50
| -3% | -$18.3K | 0.04% | 58 |
|
|
2023
Q4 | $551K | Sell |
1,863
-50
| -3% | -$14.8K | 0.04% | 63 |
|
|
2023
Q3 | $522K | Buy |
1,913
+400
| +26% | +$109K | 0.04% | 60 |
|
|
2023
Q2 | $372K | Buy |
1,513
+200
| +15% | +$49.2K | 0.03% | 73 |
|
|
2023
Q1 | $300K | Sell |
1,313
-25
| -2% | -$5.72K | 0.02% | 76 |
|
|
2022
Q4 | $321K | Hold |
1,338
| – | – | 0.03% | 79 |
|
|
2022
Q3 | $220K | Sell |
1,338
-47
| -3% | -$7.73K | 0.02% | 84 |
|
|
2022
Q2 | $248K | Hold |
1,385
| – | – | 0.02% | 83 |
|
|
2022
Q1 | $309K | Sell |
1,385
-50
| -3% | -$11.2K | 0.02% | 87 |
|
|
2021
Q4 | $297K | Buy |
+1,435
| New | +$297K | 0.02% | 85 |
|