Caterpillar shares owned by Penn Davis Mcfarland
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Penn Davis Mcfarland
from 13F filings
Historical chart of Penn Davis Mcfarland investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Penn Davis Mcfarland
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 1.7k | 477.15 |
| 2025-06-30 | $776k | 2.0k | 388.21 |
| 2025-03-31 | $528k | 1.6k | 329.80 |
| 2024-12-31 | $580k | 1.6k | 362.76 |