Hara Capital’s Caterpillar CAT Stock Holding History

Hara Capital’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 Q1	–	Sell	-1,465	Closed	-$839K	–	312
2025 Q4	$839K	Hold	1,465	–	–	0.47%	53
2025 Q3	$699K	Hold	1,465	–	–	0.41%	57
2025 Q2	$569K	Hold	1,465	–	–	0.35%	63
2025 Q1	$483K	Sell	1,465 -1,465	-50%	-$522K	0.33%	76
2024 Q4	$1.06M	Buy	2,930 +1,465	+100%	+$568K	0.34%	75
2024 Q3	$573K	Hold	1,465	–	–	0.36%	66
2024 Q2	$488K	Hold	1,465	–	–	0.31%	77
2024 Q1	$537K	Hold	1,465	–	–	0.32%	72
2023 Q4	$433K	Buy	+1,465	New	+$380K	0.31%	78

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hara Capital's CAT Position: Q1 2026 in Review

Hara Capital sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,465 shares — an estimated $839K sold.

Hara Capital first reported a position in CAT in Q4 2023 and held it in 9 quarters. The position peaked at $1.06M in Q4 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Hara Capital reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Hara Capital sold 1,465 Caterpillar shares in Q1 2026, an estimated $839K.
Hara Capital first reported a position in Caterpillar in Q4 2023 and held it in 9 quarters.
Hara Capital's Caterpillar position peaked at $1.06M in Q4 2024.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.