Caterpillar shares owned by Davis Investment Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Davis Investment Partners
from 13F filings
Historical chart of Davis Investment Partners investment in Caterpillar
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All positions including Caterpillar held by Davis Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Davis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $826k | 1.7k | 480.79 |
| 2025-06-30 | $671k | 1.7k | 390.89 |
| 2025-03-31 | $628k | 2.1k | 298.16 |
| 2024-12-31 | $738k | 2.1k | 351.00 |
| 2024-09-30 | $570k | 1.4k | 394.08 |
| 2024-06-30 | $488k | 1.5k | 335.54 |
| 2024-03-31 | $541k | 1.5k | 371.94 |
| 2023-12-31 | $407k | 1.4k | 286.12 |
| 2023-06-30 | $371k | 1.4k | 261.05 |