Caterpillar shares owned by Davis-Rea
Historical chart of Davis-Rea investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Davis-Rea
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 460 | 477.15 |
| 2014-12-31 | $581k | 6.3k | 91.57 |
| 2014-09-30 | $639k | 6.5k | 98.99 |
| 2014-06-30 | $701k | 6.5k | 108.60 |
| 2014-03-31 | $3.6M | 37k | 99.38 |
| 2013-12-31 | $3.1M | 34k | 90.81 |
| 2013-09-30 | $1.7M | 21k | 83.37 |