Dana Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $13.9M | Sell |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $2.16M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $17.7M | Sell |
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|
2018
Q3 | $23.1M | Sell |
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|
2018
Q2 | $21.1M | Buy |
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|
2018
Q1 | $21.2M | Buy |
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