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Dana Investment Advisors’s Caterpillar CAT Stock Holding History

Dana Investment Advisors’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
2026
Q2 		$2.71M Sell
2,546
-628
-20% -$552K 0.07% 273
2026
Q1 		$2.25M Sell
3,174
-154
-5% -$107K 0.07% 287
2025
Q4 		$1.91M Sell
3,328
-793
-19% -$441K 0.06% 307
2025
Q3 		$1.97M Sell
4,121
-2,280
-36% -$973K 0.06% 299
2025
Q2 		$2.48M Buy
6,401
+601
+10% +$200K 0.08% 253
2025
Q1 		$1.91M Sell
5,800
-32,483
-85% -$11.6M 0.07% 284
2024
Q4 		$13.9M Sell
38,283
-156
-0.4% -$60.5K 0.46% 45
2024
Q3 		$15M Sell
38,439
-1,953
-5% -$674K 0.5% 43
2024
Q2 		$13.5M Sell
40,392
-3,034
-7% -$1.05M 0.45% 50
2024
Q1 		$15.9M Sell
43,426
-640
-1% -$205K 0.53% 43
2023
Q4 		$13M Sell
44,066
-3,391
-7% -$880K 0.63% 46
2023
Q3 		$13M Buy
47,457
+43,228
+1,022% +$11.7M 0.66% 48
2023
Q2 		$1.04M Sell
4,229
-24
-0.6% -$5.35K 0.05% 229
2023
Q1 		$973K Sell
4,253
-323
-7% -$78.1K 0.05% 238
2022
Q4 		$1.1M Buy
4,576
+518
+13% +$113K 0.06% 214
2022
Q3 		$666K Sell
4,058
-87
-2% -$15.9K 0.04% 267
2022
Q2 		$741K Sell
4,145
-3,728
-47% -$786K 0.04% 266
2022
Q1 		$1.75M Sell
7,873
-370
-4% -$77.6K 0.08% 152
2021
Q4 		$1.7M Sell
8,243
-1,052
-11% -$212K 0.07% 165
2021
Q3 		$1.78M Buy
9,295
+225
+2% +$46.9K 0.08% 146
2021
Q2 		$1.97M Sell
9,070
-249
-3% -$57.5K 0.09% 134
2021
Q1 		$2.16M Buy
+9,319
New +$1.93M 0.1% 132
2019
Q2 		– Sell
-2,226
Closed -$302K – 282
2019
Q1 		$302K Sell
2,226
-136,882
-98% -$18.2M 0.01% 247
2018
Q4 		$17.7M Sell
139,108
-12,331
-8% -$1.6M 0.9% 43
2018
Q3 		$23.1M Sell
151,439
-4,297
-3% -$608K 0.94% 43
2018
Q2 		$21.1M Buy
155,736
+11,698
+8% +$1.75M 0.93% 42
2018
Q1 		$21.2M Buy
+144,038
New +$22.7M 0.96% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Dana Investment Advisors's CAT Position: Q2 2026 in Review

Dana Investment Advisors reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $552K and leaving 2,546 shares worth $2.71M. The position accounts for 0.07% of the portfolio, ranked #273.

Dana Investment Advisors first reported a position in CAT in Q1 2018 and has held it in 27 quarters since. The position peaked at $23.1M in Q3 2018. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dana Investment Advisors held 2,546 shares of Caterpillar worth $2.71M as of Q2 2026.
  • Dana Investment Advisors sold 628 Caterpillar shares in Q2 2026, an estimated $552K.
  • Caterpillar made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • Dana Investment Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 27 quarters since.
  • Dana Investment Advisors's Caterpillar position peaked at $23.1M in Q3 2018.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.