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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dana Investment Advisors's CAT Position: Q1 2026 in Review

Dana Investment Advisors reduced its Caterpillar (CAT) stake by 4.6% in Q1 2026, selling an estimated $107K and leaving 3,174 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #287.

Dana Investment Advisors first reported a position in CAT in Q1 2018 and has held it in 26 quarters since. The position peaked at $23.1M in Q3 2018. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Dana Investment Advisors held 3,174 shares of Caterpillar worth $2.25M as of Q1 2026.
  • Dana Investment Advisors sold 154 Caterpillar shares in Q1 2026, an estimated $107K.
  • Caterpillar made up 0.07% of Dana Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Dana Investment Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 26 quarters since.
  • Dana Investment Advisors's Caterpillar position peaked at $23.1M in Q3 2018.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.