Caterpillar shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Dana Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.15 |
| 2025-06-30 | $2.5M | 6.4k | 388.21 |
| 2025-03-31 | $1.9M | 5.8k | 329.80 |
| 2024-12-31 | $14M | 38k | 362.76 |
| 2024-09-30 | $15M | 38k | 391.12 |
| 2024-06-30 | $14M | 41k | 333.10 |
| 2024-03-31 | $16M | 43k | 366.43 |
| 2023-12-31 | $13M | 44k | 295.67 |
| 2023-09-30 | $13M | 48k | 273.00 |
| 2023-06-30 | $1.0M | 4.2k | 246.05 |
| 2023-03-31 | $973k | 4.3k | 228.84 |
| 2022-12-31 | $1.1M | 4.6k | 239.56 |
| 2022-09-30 | $666k | 4.1k | 164.12 |
| 2022-06-30 | $741k | 4.1k | 178.77 |
| 2022-03-31 | $1.8M | 7.9k | 222.79 |
| 2021-12-31 | $1.7M | 8.2k | 206.72 |
| 2021-09-30 | $1.8M | 9.3k | 191.93 |
| 2021-06-30 | $2.0M | 9.1k | 217.64 |
| 2021-03-31 | $2.2M | 9.3k | 231.89 |
| 2019-03-31 | $302k | 2.2k | 135.67 |
| 2018-12-31 | $18M | 139k | 127.07 |
| 2018-09-30 | $23M | 151k | 152.49 |
| 2018-06-30 | $21M | 156k | 135.67 |
| 2018-03-31 | $21M | 144k | 147.38 |