A detailed history of Davis Investment Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Davis Investment Partners, LLC holds 2,103 shares of CAT stock, worth $781,138. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,103
Previous 1,447 45.34%
Holding current value
$781,138
Previous $570 Million 29.45%
% of portfolio
0.31%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$360.37 - $416.88 $236,402 - $273,473
656 Added 45.34%
2,103 $738 Million
Q3 2024

Oct 07, 2024

SELL
$316.8 - $391.12 $2,534 - $3,128
-8 Reduced 0.55%
1,447 $570 Million
Q2 2024

Jul 18, 2024

BUY
$321.47 - $379.3 $321 - $379
1 Added 0.07%
1,455 $488 Million
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $8,358 - $10,992
30 Added 2.11%
1,454 $541 Million
Q4 2023

Jan 12, 2024

BUY
$226.05 - $298.12 $321,895 - $424,522
1,424 New
1,424 $407 Million
Q2 2023

Aug 01, 2023

BUY
$205.75 - $247.67 $292,370 - $351,939
1,421 New
1,421 $371 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $196B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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