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Disclosery

Davis Investment Partners, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Investment Partners, LLC on CAT, newest first. How the timeline and the estimate are built.

Davis Investment Partners, LLC held 1,773 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,773 shares
    Change vs previous 13F +2 shares

    0.57% of the 13F portfolio, value $1,887,624.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,771 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $1,254,932.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,770 shares
    Change vs previous 13F +52 shares

    0.37% of the 13F portfolio, value $1,059,166.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,718 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $825,989.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,716 shares
    Change vs previous 13F -390 shares

    0.24% of the 13F portfolio, value $670,764.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,106 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $627,915.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,103 shares
    Change vs previous 13F +656 shares

    0.31% of the 13F portfolio, value $738,160.

    13F-HR 0001951757-25-000005 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,447 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $570,234.

    13F-HR 0001951757-24-000978 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).