Skip to content
Disclosery

DAVIS R M INC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on CAT, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 20,552 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,552 shares
    Change vs previous 13F +1,431 shares

    0.35% of the 13F portfolio, value $21,885,686.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 19,121 shares
    Change vs previous 13F +2,039 shares

    0.24% of the 13F portfolio, value $13,546,371.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    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 17,082 shares
    Change vs previous 13F +7,323 shares

    0.17% of the 13F portfolio, value $9,785,690.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    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 9,759 shares
    Change vs previous 13F +6,074 shares

    0.08% of the 13F portfolio, value $4,656,306.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    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 3,685 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $1,430,391.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    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 3,858 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,272,467.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    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 3,838 shares
    Change vs previous 13F +237 shares

    0.03% of the 13F portfolio, value $1,392,382.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 3,601 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,408,540.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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