Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$252,381
+$221,918 QoQ
Shares Held
237
+451.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,667
of 4,031 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Davis Capital Management holds $291,071 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.7% of the industry book) .
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,381 | 237 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,463 | 43 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $24,633 | 43 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,517 | 43 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $12,532 | 38 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||