D.A. Davidson & Co’s Caterpillar CAT Stock Holding History

D.A. Davidson & Co’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$3.54K	–	1363
2023 Q1	$3.54K	Buy	+4	New	+$967	﹤0.01%	1337

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

D.A. Davidson & Co's CAT Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $2.35M and leaving 77,686 shares worth $82.7M. The position accounts for 0.46% of the portfolio, ranked #40.

D.A. Davidson & Co first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

D.A. Davidson & Co held 77,686 shares of Caterpillar worth $82.7M as of Q2 2026.
D.A. Davidson & Co sold 2,680 Caterpillar shares in Q2 2026, an estimated $2.35M.
Caterpillar made up 0.46% of D.A. Davidson & Co's portfolio in Q2 2026, its #40 holding.
D.A. Davidson & Co first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.