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
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Davidson Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Davidson Investment Advisors
View all positions for Davidson Investment Advisors