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Davis Rea’s Caterpillar CAT Stock Holding History

Davis Rea’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Buy
+235
New +$206K 0.07% 44
2026
Q1 		– Sell
-460
Closed -$264K – 56
2025
Q4 		$264K Hold
460
– – 0.07% 51
2025
Q3 		$219K Buy
+460
New +$196K 0.05% 55
2015
Q1 		– Sell
-6,345
Closed -$581K – 44
2014
Q4 		$581K Sell
6,345
-110
-2% -$10.7K 0.37% 30
2014
Q3 		$639K Hold
6,455
– – 0.43% 30
2014
Q2 		$701K Sell
6,455
-30,000
-82% -$3.15M 0.39% 31
2014
Q1 		$3.62M Buy
36,455
+2,625
+8% +$248K 2.17% 17
2013
Q4 		$3.07M Buy
33,830
+13,295
+65% +$1.14M 2.1% 15
2013
Q3 		$1.71M Buy
+20,535
New +$1.74M 1.33% 20

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Davis Rea's CAT Position: Q2 2026 in Review

Davis Rea opened a new position in Caterpillar (CAT) in Q2 2026: 235 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #44 among its holdings. This is a return to the name: Davis Rea previously reported a position in CAT as recently as Q4 2025.

Davis Rea first reported a position in CAT in Q3 2013 and has held it in 9 quarters since. The position peaked at $3.62M in Q1 2014. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Davis Rea held 235 shares of Caterpillar worth $250K as of Q2 2026.
  • Caterpillar was a new Davis Rea position in Q2 2026.
  • Caterpillar made up 0.07% of Davis Rea's portfolio in Q2 2026, its #44 holding.
  • Davis Rea first reported a position in Caterpillar in Q3 2013 and has held it in 9 quarters since.
  • Davis Rea's Caterpillar position peaked at $3.62M in Q1 2014.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Davis Rea's 13F filing for Q2 2026, filed 4 Aug 2026.