Davis Rea’s Caterpillar CAT Stock Holding History

Davis Rea’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2015 Q1	–	Sell
2014 Q4	$581K	Sell
2014 Q3	$639K	Hold
2014 Q2	$701K	Sell
2014 Q1	$3.62M	Buy
2013 Q4	$3.07M	Buy
2013 Q3	$1.71M	Buy