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Re: Prudent Capitalist post# 232814

Thursday, 10/30/2025 12:23:11 PM

Thursday, October 30, 2025 12:23:11 PM

Post# of 234034
I've owned DE for roughly two years and have done nicely with it. It's a small part of my portfolio of about 20 individual blue chip stocks and several funds. I've followed CAT, a fine company, closely for more than 50 years. DE makes tractors as CAT does. CAT focuses on heavy construction, while Deere is about 70% agriculture. CAT overlaps several of my funds -- especially the DJIA and the S&P -- which is one reason I never bought it. Caterpillar is the 2nd biggest component in the Dow. Diversification is important to me.

"bar: Do I recall that you have done well with Deere (DE)?"

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