DIA
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Davidson Investment Advisors’s Caterpillar CAT Stock Holding History

Davidson 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 		$1.48M Hold
1,389
– – 0.06% 89
2026
Q1 		$984K Sell
1,389
-40
-3% -$27.7K 0.04% 93
2025
Q4 		$819K Buy
1,429
+130
+10% +$72.3K 0.03% 97
2025
Q3 		$620K Hold
1,299
– – 0.03% 99
2025
Q2 		$504K Buy
1,299
+102
+9% +$34K 0.02% 100
2025
Q1 		$395K Hold
1,197
– – 0.02% 101
2024
Q4 		$434K Sell
1,197
-73
-6% -$28.3K 0.02% 100
2024
Q3 		$497K Hold
1,270
– – 0.02% 95
2024
Q2 		$423K Sell
1,270
-300
-19% -$104K 0.02% 96
2024
Q1 		$575K Hold
1,570
– – 0.03% 93
2023
Q4 		$464K Hold
1,570
– – 0.03% 93
2023
Q3 		$429K Hold
1,570
– – 0.03% 100
2023
Q2 		$386K Hold
1,570
– – 0.02% 96
2023
Q1 		$359K Sell
1,570
-110
-7% -$26.6K 0.02% 98
2022
Q4 		$402K Buy
1,680
+10
+0.6% +$2.18K 0.03% 87
2022
Q3 		$274K Sell
1,670
-55
-3% -$10K 0.02% 96
2022
Q2 		$308K Sell
1,725
-65
-4% -$13.7K 0.03% 92
2022
Q1 		$399K Hold
1,790
– – 0.03% 93
2021
Q4 		$370K Hold
1,790
– – 0.03% 96
2021
Q3 		$344K Sell
1,790
-375
-17% -$78.1K 0.03% 97
2021
Q2 		$471K Sell
2,165
-150
-6% -$34.6K 0.04% 93
2021
Q1 		$537K Sell
2,315
-150
-6% -$31.1K 0.05% 84
2020
Q4 		$449K Hold
2,465
– – 0.04% 83
2020
Q3 		$368K Hold
2,465
– – 0.04% 83
2020
Q2 		$312K Sell
2,465
-200
-8% -$23.7K 0.03% 88
2020
Q1 		$309K Sell
2,665
-25
-0.9% -$3.19K 0.04% 85
2019
Q4 		$397K Sell
2,690
-165
-6% -$23K 0.04% 89
2019
Q3 		$361K Sell
2,855
-25
-0.9% -$3.18K 0.04% 91
2019
Q2 		$393K Sell
2,880
-335
-10% -$44.3K 0.04% 89
2019
Q1 		$436K Sell
3,215
-35
-1% -$4.65K 0.05% 85
2018
Q4 		$413K Sell
3,250
-15
-0.5% -$1.95K 0.05% 89
2018
Q3 		$498K Buy
3,265
+125
+4% +$17.7K 0.05% 83
2018
Q2 		$426K Sell
3,140
-325
-9% -$48.6K 0.04% 89
2018
Q1 		$511K Sell
3,465
-100
-3% -$15.8K 0.06% 84
2017
Q4 		$562K Sell
3,565
-100
-3% -$13.9K 0.06% 86
2017
Q3 		$457K Buy
3,665
+390
+12% +$44.9K 0.05% 85
2017
Q2 		$351K Sell
3,275
-125
-4% -$12.7K 0.05% 92
2017
Q1 		$315K Buy
3,400
+100
+3% +$9.47K 0.04% 97
2016
Q4 		$306K Buy
3,300
+100
+3% +$9.06K 0.04% 94
2016
Q3 		$284K Sell
3,200
-35
-1% -$2.86K 0.04% 97
2016
Q2 		$245K Sell
3,235
-63,393
-95% -$4.75M 0.04% 99
2016
Q1 		$5.1M Buy
66,628
+3,243
+5% +$218K 0.86% 56
2015
Q4 		$4.31M Buy
63,385
+845
+1% +$59.1K 0.72% 56
2015
Q3 		$4.08M Sell
62,540
-6,737
-10% -$515K 0.74% 57
2015
Q2 		$5.87M Buy
69,277
+801
+1% +$68.9K 0.88% 42
2015
Q1 		$5.48M Sell
68,476
-1,040
-1% -$86.4K 0.82% 54
2014
Q4 		$6.36M Sell
69,516
-73,467
-51% -$7.15M 0.95% 34
2014
Q3 		$13M Buy
142,983
+73,593
+106% +$7.8M 1.03% 31
2014
Q2 		$7.54M Sell
69,390
-1,109
-2% -$116K 1.1% 29
2014
Q1 		$7M Sell
70,499
-767
-1% -$72.3K 1.06% 28
2013
Q4 		$6.47M Sell
71,266
-1,379
-2% -$118K 0.99% 32
2013
Q3 		$6.06M Buy
72,645
+359
+0.5% +$30.4K 0.97% 30
2013
Q2 		$5.96M Buy
+72,286
New +$6.15M 1% 31

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Davidson Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,389 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #89.

Davidson Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q3 2014. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Davidson Investment Advisors held 1,389 shares of Caterpillar worth $1.48M as of Q2 2026.
  • Davidson Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.06% of Davidson Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Davidson Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Davidson Investment Advisors's Caterpillar position peaked at $13M in Q3 2014.
  • 1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.