Dynamic Advisor Solutions LLC
- SEC CIK
- 0001599747
CAT holding history
CATERPILLAR INC
Every 13F filing in which Dynamic Advisor Solutions LLC reported holding CAT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 24,049 | $25.61M | 0.73% | +440+1.9% | Added |
| Q1 2026 | 23,609 | $16.73M | 0.53% | +2,365+11.1% | Added |
| Q4 2025 | 21,244 | $12.17M | 0.39% | −2,579−10.8% | Reduced |
| Q3 2025 | 23,823 | $11.37M | 0.33% | +131+0.6% | Added |
| Q2 2025 | 23,692 | $9.2M | 0.28% | −183−0.8% | Reduced |
| Q1 2025 | 23,875 | $7.87M | 0.26% | +352+1.5% | Added |
| Q4 2024 | 23,523 | $8.53M | 0.37% | −237−1.0% | Reduced |
| Q3 2024 | 23,760 | $9.29M | 0.28% | +61+0.3% | Added |
| Q2 2024 | 23,699 | $7.89M | 0.25% | −68−0.3% | Reduced |
| Q1 2024 | 23,767 | $8.71M | 0.29% | +672+2.9% | Added |
| Q4 2023 | 23,095 | $6.67M | 0.25% | +18,589+412.5% | Added |
| Q3 2023 | 4,506 | $1.23M | 0.06% | +732+19.4% | Added |
| Q2 2023 | 3,774 | $928.69K | 0.05% | −431−10.2% | Reduced |
| Q1 2023 | 4,205 | $962.16K | 0.06% | −938−18.2% | Reduced |
| Q4 2022 | 5,143 | $1.23M | 0.08% | −288−5.3% | Reduced |
| Q3 2022 | 5,431 | $891K | 0.07% | +236+4.5% | Added |
| Q2 2022 | 5,195 | $929K | 0.07% | −50−1.0% | Reduced |
| Q1 2022 | 5,245 | $1.17M | 0.08% | +1,018+24.1% | Added |
| Q4 2021 | 4,227 | $874K | 0.06% | +132+3.2% | Added |
| Q3 2021 | 4,095 | $786K | 0.06% | +493+13.7% | Added |
| Q2 2021 | 3,602 | $784K | 0.06% | +383+11.9% | Added |
| Q1 2021 | 3,219 | $746K | 0.07% | +3,219 | New |