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Caterpillar shares owned by Barrett Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Barrett Asset Management from 13F filings

Historical chart of Barrett Asset Management investment in Caterpillar

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All positions including Caterpillar held by Barrett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Barrett Asset Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $863k 3.9k 222.77
2021-12-31 $680k 3.3k 206.69
2021-09-30 $490k 2.6k 192.16
2021-06-30 $555k 2.6k 217.65
2021-03-31 $591k 2.6k 231.76
2020-12-31 $380k 2.6k 149.02
2020-09-30 $380k 2.6k 149.02
2020-06-30 $323k 2.6k 126.67
2020-03-31 $232k 2.0k 116.00
2019-12-31 $303k 2.4k 126.25
2019-09-30 $303k 2.4k 126.25
2019-06-30 $327k 2.4k 136.25
2019-03-31 $325k 2.4k 135.42
2018-12-31 $318k 2.5k 127.20
2018-09-30 $762k 5.0k 152.40
2018-06-30 $678k 5.0k 135.60
2018-03-31 $737k 5.0k 147.40
2017-12-31 $788k 5.0k 157.60
2017-09-30 $624k 5.0k 124.80
2017-06-30 $537k 5.0k 107.40
2017-03-31 $464k 5.0k 92.80
2016-12-31 $492k 5.3k 92.83
2016-09-30 $444k 5.0k 88.80
2016-06-30 $379k 5.0k 75.80
2016-03-31 $383k 5.0k 76.60
2015-12-31 $340k 5.0k 68.00
2015-09-30 $327k 5.0k 65.27
2015-06-30 $425k 5.0k 84.83
2015-03-31 $441k 5.5k 80.04
2014-12-31 $1.9M 21k 91.55
2014-09-30 $2.0M 20k 99.04
2014-06-30 $2.4M 23k 108.65
2014-03-31 $2.2M 22k 99.38
2013-12-31 $1.6M 18k 90.82
2013-09-30 $1.4M 17k 83.41
2013-06-30 $1.2M 14k 82.46
2013-03-31 $1.4M 16k 86.98
2012-12-31 $1.3M 15k 89.64
2012-09-30 $1.3M 16k 86.02
2012-06-30 $1.3M 15k 84.91
2012-03-31 $2.3M 21k 106.51
2011-12-31 $2.1M 24k 90.61
2011-09-30 $1.7M 23k 73.86
2011-06-30 $2.5M 23k 106.45