Question 1

How many shares of CAT does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO. holds 77,686 shares of CAT (CATERPILLAR INC).

Question 2

What is D.A. DAVIDSON & CO.'s CAT position worth?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO.'s CAT position is worth $82.7M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling CAT?

Accepted Answer

In 2026-Q2, D.A. DAVIDSON & CO. decreased their CAT position (-3.3% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy CAT?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in CAT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	77,686	-3.3%	$82.7M	0.5%	$1,062.93	0
2026-Q1	Decreased	80,366	-2.4%	$56.9M	0.3%	$705.80	0
2025-Q4	Decreased	82,322	-2.0%	$47.2M	0.3%	$569.39	0
2025-Q3	Increased	83,978	+1.6%	$40.1M	0.3%	$472.89	35
2025-Q2	Increased	82,627	+2.2%	$32.1M	0.2%	$383.34	35
2025-Q1	Increased	80,856	+3.1%	$26.7M	0.2%	$324.10	35
2024-Q4	Increased	78,423	+0.2%	$28.4M	0.2%	$355.19	34
2024-Q3	Decreased	78,233	-2.8%	$30.6M	0.3%	$381.59	0

CATShowing 8 of 30 quarters

CAT
Showing 8 of 30 quarters