Penn Davis McFarland’s Caterpillar CAT Stock Holding History

Penn Davis McFarland’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
2025 Q2	$776K	Buy
2025 Q1	$528K	Hold
2024 Q4	$580K	Buy