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Penn Davis McFarland’s Caterpillar CAT Stock Holding History

Penn Davis McFarland’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$776K Buy
2,000
+400
+25% +$155K 0.09% 57
2025
Q1 		$528K Hold
1,600
– – 0.06% 62
2024
Q4 		$580K Buy
+1,600
New +$580K 0.06% 66