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Harbor Group’s Caterpillar CAT Stock Holding History

Harbor Group’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 		$5.18M Sell
4,869
-11
-0.2% -$9.66K 0.61% 29
2026
Q1 		$3.46M Buy
4,880
+10
+0.2% +$6.93K 0.5% 31
2025
Q4 		$2.79M Buy
4,870
+13
+0.3% +$7.22K 0.42% 33
2025
Q3 		$2.32M Hold
4,857
– – 0.37% 33
2025
Q2 		$1.89M Hold
4,857
– – 0.33% 27
2025
Q1 		$1.6M Buy
4,857
+1
+0% +$356 0.32% 29
2024
Q4 		$1.76M Sell
4,856
-100
-2% -$38.8K 0.4% 28
2024
Q3 		$1.94M Hold
4,956
– – 0.45% 26
2024
Q2 		$1.65M Buy
+4,956
New +$1.72M 0.42% 27

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Harbor Group's CAT Position: Q2 2026 in Review

Harbor Group reduced its Caterpillar (CAT) stake by 0.23% in Q2 2026, selling an estimated $9.66K and leaving 4,869 shares worth $5.18M. The position accounts for 0.61% of the portfolio, ranked #29.

Harbor Group first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harbor Group held 4,869 shares of Caterpillar worth $5.18M as of Q2 2026.
  • Harbor Group sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.61% of Harbor Group's portfolio in Q2 2026, its #29 holding.
  • Harbor Group first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.