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Caterpillar shares owned by Davidson Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Davidson Investment Advisors from 13F filings

Historical chart of Davidson Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Davidson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Davidson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $423k 1.3k 333.10
2024-03-31 $575k 1.6k 366.43
2023-12-31 $464k 1.6k 295.67
2023-09-30 $429k 1.6k 273.00
2023-06-30 $386k 1.6k 246.05
2023-03-31 $359k 1.6k 228.84
2022-12-31 $403k 1.7k 239.56
2022-09-30 $274k 1.7k 164.07
2022-06-30 $308k 1.7k 178.55
2022-03-31 $399k 1.8k 222.91
2021-12-31 $370k 1.8k 206.70
2021-09-30 $344k 1.8k 192.18
2021-06-30 $471k 2.2k 217.55
2021-03-31 $537k 2.3k 231.97
2020-12-31 $449k 2.5k 182.15
2020-09-30 $368k 2.5k 149.29
2020-06-30 $312k 2.5k 126.57
2020-03-31 $309k 2.7k 115.95
2019-12-31 $397k 2.7k 147.58
2019-09-30 $361k 2.9k 126.44
2019-06-30 $393k 2.9k 136.46
2019-03-31 $436k 3.2k 135.61
2018-12-31 $413k 3.3k 127.08
2018-09-30 $498k 3.3k 152.53
2018-06-30 $426k 3.1k 135.67
2018-03-31 $511k 3.5k 147.47
2017-12-31 $562k 3.6k 157.64
2017-09-30 $457k 3.7k 124.69
2017-06-30 $351k 3.3k 107.18
2017-03-31 $315k 3.4k 92.65
2016-12-31 $306k 3.3k 92.73
2016-09-30 $284k 3.2k 88.75
2016-06-30 $245k 3.2k 75.81
2016-03-31 $5.1M 67k 76.53
2015-12-31 $4.3M 63k 67.95
2015-09-30 $4.1M 63k 65.31
2015-06-30 $5.9M 69k 84.80
2015-03-31 $5.5M 69k 79.99
2014-12-31 $6.4M 70k 91.49
2014-09-30 $6.1M 73k 83.36
2014-06-30 $7.5M 69k 108.67
2014-03-31 $7.0M 71k 99.32
2013-12-31 $6.5M 71k 90.79
2013-09-30 $6.1M 73k 83.36
2013-06-30 $6.0M 72k 82.48
2013-03-31 $6.3M 73k 86.93
2012-12-31 $6.5M 73k 89.59
2012-09-30 $6.1M 71k 86.01
2012-03-31 $5.1M 48k 106.51