Barber Financial Group, Inc. Caterpillar Inc Transaction History

Barber Financial Group, Inc.

$567 Million
Q1 2023

A detailed history of Barber Financial Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Barber Financial Group, Inc. holds 5,595 shares of CAT stock, worth $2.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,595

Previous 5,581 0.25%

Holding current value

$2.05 Million

Previous $1.34 Million 4.19%

% of portfolio

0.23%

Previous 0.37%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$215.01 - $264.54 $3,010 - $3,703	14 Added 0.25%	5,595 $1.28 Million
Q4 2022 Feb 01, 2023	BUY	$171.23 - $243.14 $7,362 - $10,455	43 Added 0.78%	5,581 $1.34 Million
Q3 2022 Oct 25, 2022	BUY	$162.44 - $198.25 $812 - $991	5 Added 0.09%	5,538 $909,000
Q2 2022 Aug 04, 2022	BUY	$178.67 - $235.08 $5,717 - $7,522	32 Added 0.58%	5,533 $989,000
Q1 2022 Apr 08, 2022	SELL	$182.83 - $229.87 $6,581 - $8,275	-36 Reduced 0.65%	5,501 $1.23 Million
Q4 2021 Feb 07, 2022	BUY	$188.94 - $214.25 $6,801 - $7,713	36 Added 0.65%	5,537 $1.15 Million
Q2 2021 Aug 05, 2021	BUY	$208.86 - $244.79 $208 - $244	1 Added 0.02%	5,501 $1.2 Million
Q4 2020 Feb 03, 2021	SELL	$146.71 - $182.21 $14,964 - $18,585	-102 Reduced 1.82%	5,500 $1 Million
Q3 2020 Nov 04, 2020	BUY	$125.73 - $153.87 $4,777 - $5,847	38 Added 0.68%	5,602 $836,000
Q1 2020 May 08, 2020	SELL	$91.85 - $150.53 $1,377 - $2,257	-15 Reduced 0.27%	5,564 $646,000
Q3 2019 Nov 05, 2019	SELL	$113.38 - $139.64 $45,125 - $55,576	-398 Reduced 6.66%	5,579 $781,000
Q2 2019 Aug 09, 2019	SELL	$119.81 - $143.36 $2,036 - $2,437	-17 Reduced 0.28%	5,977 $815,000
Q1 2019 Apr 26, 2019	SELL	$121.51 - $141.41 $18,226 - $21,211	-150 Reduced 2.44%	5,994 $0
Q4 2018 Jan 24, 2019	BUY	$112.34 - $158.22 $15,502 - $21,834	138 Added 2.3%	6,144 $780,000
Q3 2018 Nov 13, 2018	SELL	$132.02 - $156.38 $78,155 - $92,576	-592 Reduced 8.97%	6,006 $916,000
Q2 2018 Aug 14, 2018	SELL	$134.61 - $158.92 $5,115 - $6,038	-38 Reduced 0.57%	6,598 $895,000
Q4 2017 Feb 05, 2018	BUY	$124.72 - $158.42 $27,438 - $34,852	220 Added 3.43%	6,636 $1.05 Million
Q3 2017 Nov 08, 2017	SELL	$112.85 - $125.23 $26,632 - $29,554	-236 Reduced 3.55%	6,416 $800,000
Q2 2017 Aug 07, 2017	BUY	N/A	6,652	6,652 $715,000

Others Institutions Holding CAT

# of Institutions

3,125

Shares Held

335M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $194B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

More about CAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Barber Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barber Financial Group, Inc. with notifications on news.

Account

Barber Financial Group, Inc. Caterpillar Inc Transaction History