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Livermore
Livermore
ZHEN

Davis R M Inc

SEC CIK
0000891287
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Davis R M Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
20,552
Value
$21.9M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CAT by Davis R M Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,552$21.9M0.3%+1,431+7.5%AddedHolders
Q1 202619,121$13.5M0.2%+2,039+11.9%AddedHolders
Q4 202517,082$9.79M0.2%+7,323+75.0%AddedHolders
Q3 20259,759$4.66M0.1%+6,074+164.8%AddedHolders
Q2 20253,685$1.43M<0.1%−173−4.5%ReducedHolders
Q1 20253,858$1.27M<0.1%+20+0.5%AddedHolders
Q4 20243,838$1.39M<0.1%+237+6.6%AddedHolders
Q3 20243,601$1.41M<0.1%+482+15.5%AddedHolders
Q2 20243,119$1.04M<0.1%−288−8.5%ReducedHolders
Q1 20243,407$1.25M<0.1%−82−2.4%ReducedHolders
Q4 20233,489$1.03M<0.1%−110−3.1%ReducedHolders
Q3 20233,599$983.0K<0.1%−47−1.3%ReducedHolders
Q2 20233,646$897.0K<0.1%+14+0.4%AddedHolders
Q1 20233,632$831.0K<0.1%+300+9.0%AddedHolders
Q4 20223,332$798.0K<0.1%−1,171−26.0%ReducedHolders
Q3 20224,503$739.0K<0.1%−307−6.4%ReducedHolders
Q2 20224,810$860.0K<0.1%+245+5.4%AddedHolders
Q1 20224,565$1.02M<0.1%+1,200+35.7%AddedHolders
Q4 20213,365$696.0K<0.1%−66−1.9%ReducedHolders
Q3 20213,431$659.0K<0.1%−35−1.0%ReducedHolders
Q2 20213,466$754.0K<0.1%+93+2.8%AddedHolders
Q1 20213,373$782.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.