Bank Hapoalim BM’s Caterpillar CAT Stock Holding History

Bank Hapoalim BM’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	+247	New	+$217K	0.02%	103
2022 Q3	–	Sell	-1,412	Closed	-$252K	–	168
2022 Q2	$252K	Sell	1,412 -596	-30%	-$126K	0.03%	161
2022 Q1	$447K	Sell	2,008 -10	-0.5%	-$2.1K	0.05%	159
2021 Q4	$417K	Sell	2,018 -100	-5%	-$20.1K	0.04%	184
2021 Q3	$407K	Buy	2,118 +80	+4%	+$16.7K	0.04%	181
2021 Q2	$443K	Sell	2,038 -350	-15%	-$80.8K	0.05%	179
2021 Q1	$554K	Sell	2,388 -340	-12%	-$70.4K	0.07%	153
2020 Q4	$496K	Buy	+2,728	New	+$463K	0.07%	147
2014 Q3	–	Sell	-2,116	Closed	-$230K	–	166
2014 Q2	$230K	Sell	2,116 -907	-30%	-$95.2K	0.06%	138
2014 Q1	$300K	Sell	3,023 -172	-5%	-$16.2K	0.08%	115
2013 Q4	$290K	Buy	+3,195	New	+$273K	0.09%	112

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank Hapoalim BM's CAT Position: Q2 2026 in Review

Bank Hapoalim BM opened a new position in Caterpillar (CAT) in Q2 2026: 247 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #103 among its holdings. This is a return to the name: Bank Hapoalim BM previously reported a position in CAT as recently as Q2 2022.

Bank Hapoalim BM first reported a position in CAT in Q4 2013 and has held it in 11 quarters since. The position peaked at $554K in Q1 2021. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bank Hapoalim BM held 247 shares of Caterpillar worth $263K as of Q2 2026.
Caterpillar was a new Bank Hapoalim BM position in Q2 2026.
Caterpillar made up 0.02% of Bank Hapoalim BM's portfolio in Q2 2026, its #103 holding.
Bank Hapoalim BM first reported a position in Caterpillar in Q4 2013 and has held it in 11 quarters since.
Bank Hapoalim BM's Caterpillar position peaked at $554K in Q1 2021.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bank Hapoalim BM's 13F filing for Q2 2026, filed 5 Aug 2026.