D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 77,686
Value: $82.7M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of CAT by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	77,686	$82.7M	0.5%	−2,680−3.3%	Reduced	Holders
Q1 2026	80,366	$56.9M	0.3%	−1,956−2.4%	Reduced	Holders
Q4 2025	82,322	$47.2M	0.3%	−1,656−2.0%	Reduced	Holders
Q3 2025	83,978	$40.1M	0.3%	+1,351+1.6%	Added	Holders
Q2 2025	82,627	$32.1M	0.2%	+1,771+2.2%	Added	Holders
Q1 2025	80,856	$26.7M	0.2%	+2,433+3.1%	Added	Holders
Q4 2024	78,423	$28.4M	0.2%	+190+0.2%	Added	Holders
Q3 2024	78,233	$30.6M	0.3%	−2,257−2.8%	Reduced	Holders
Q2 2024	80,490	$26.8M	0.2%	−287−0.4%	Reduced	Holders
Q1 2024	80,777	$29.6M	0.3%	+5,647+7.5%	Added	Holders
Q4 2023	75,130	$22.2M	0.2%	+2,994+4.2%	Added	Holders
Q3 2023	72,136	$19.7M	0.2%	−1,184−1.6%	Reduced	Holders
Q2 2023	73,320	$18.0M	0.2%	+1,759+2.5%	Added	Holders
Q1 2023	71,561	$16.4M	0.2%	+15,420+27.5%	Added	Holders
Q4 2022	56,141	$13.4M	0.2%	−738−1.3%	Reduced	Holders
Q3 2022	56,879	$9.34M	0.1%	+2,062+3.8%	Added	Holders
Q2 2022	54,817	$9.80M	0.1%	+870+1.6%	Added	Holders
Q1 2022	53,947	$12.0M	0.1%	−1,521−2.7%	Reduced	Holders
Q4 2021	55,468	$11.5M	0.1%	+573+1.0%	Added	Holders
Q3 2021	54,895	$10.5M	0.1%	−403−0.7%	Reduced	Holders
Q2 2021	55,298	$12.0M	0.1%	+2,035+3.8%	Added	Holders
Q1 2021	53,263	$12.3M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.