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Davis-Rea Ltd.

SEC CIK
0001482171
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Davis-Rea Ltd., 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)
235
Value
$250.3K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of CAT by Davis-Rea Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026235$250.3K0.1%+235NewHolders
Q1 20260$00.0%−460−100.0%Sold outHolders
Q4 2025460$263.5K0.1%00.0%UnchangedHolders
Q3 2025460$219.5K0.1%+460NewHolders