DR
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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
Q3 		– Sell
-235
Closed -$250K – 42
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

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Davis Rea's CAT Position: Q3 2026 in Review

Davis Rea sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 235 shares — an estimated $250K sold.

Davis Rea first reported a position in CAT in Q3 2013 and held it in 9 quarters. The position peaked at $3.62M in Q1 2014. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Davis Rea reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Davis Rea sold 235 Caterpillar shares in Q3 2026, an estimated $250K.
  • Davis Rea first reported a position in Caterpillar in Q3 2013 and held it in 9 quarters.
  • Davis Rea's Caterpillar position peaked at $3.62M in Q1 2014.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.