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Caterpillar shares owned by Barry Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Barry Investment Advisors from 13F filings

Historical chart of Barry Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Barry Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Barry Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 466 477.06

More positions owned by Barry Investment Advisors

Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Intl (FNDF)
Flexshares Tr Mornstar Upstr (GUNR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cisco Systems (CSCO)
Global X Fds Glbl X Mlp Etf (MLPA)
Spdr Gold Tr Gold Shs (GLD)
Wisdomtree Tr Jp Smallcp Div (DFJ)
Johnson & Johnson (JNJ)

View all positions for Barry Investment Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar