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Harbor Investment Advisory’s Caterpillar CAT Stock Holding History

Harbor Investment Advisory’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 		$2.19M Buy
2,057
+13
+0.6% +$11.4K 0.15% 108
2026
Q1 		$1.45M Sell
2,044
-84
-4% -$58.2K 0.11% 147
2025
Q4 		$1.22M Buy
2,128
+48
+2% +$26.7K 0.09% 166
2025
Q3 		$992K Sell
2,080
-389
-16% -$166K 0.08% 186
2025
Q2 		$958K Sell
2,469
-152
-6% -$50.7K 0.09% 183
2025
Q1 		$865K Buy
2,621
+13
+0.5% +$4.63K 0.08% 177
2024
Q4 		$946K Buy
2,608
+1
+0% +$388 0.09% 156
2024
Q3 		$1.02M Sell
2,607
-40
-2% -$13.8K 0.1% 159
2024
Q2 		$882K Buy
2,647
+152
+6% +$52.7K 0.09% 162
2024
Q1 		$914K Buy
2,495
+274
+12% +$87.6K 0.1% 162
2023
Q4 		$657K Sell
2,221
-250
-10% -$64.9K 0.08% 192
2023
Q3 		$674K Hold
2,471
– – 0.09% 168
2023
Q2 		$608K Hold
2,471
– – 0.08% 192
2023
Q1 		$565K Sell
2,471
-156
-6% -$37.7K 0.08% 193
2022
Q4 		$629K Sell
2,627
-923
-26% -$201K 0.1% 175
2022
Q3 		$582K Sell
3,550
-414
-10% -$75.6K 0.1% 176
2022
Q2 		$709K Buy
3,964
+20
+0.5% +$4.21K 0.11% 159
2022
Q1 		$879K Buy
3,944
+585
+17% +$123K 0.12% 150
2021
Q4 		$694K Buy
3,359
+1,060
+46% +$213K 0.09% 182
2021
Q3 		$441K Sell
2,299
-200
-8% -$41.7K 0.06% 241
2021
Q2 		$544K Buy
2,499
+150
+6% +$34.6K 0.07% 220
2021
Q1 		$545K Buy
2,349
+190
+9% +$39.3K 0.08% 198
2020
Q4 		$393K Sell
2,159
-150
-6% -$25.4K 0.06% 216
2020
Q3 		$344K Sell
2,309
-78
-3% -$11K 0.07% 207
2020
Q2 		$302K Sell
2,387
-861
-27% -$102K 0.06% 209
2020
Q1 		$377K Buy
3,248
+362
+13% +$46.2K 0.1% 157
2019
Q4 		$426K Buy
+2,886
New +$403K 0.1% 166

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Harbor Investment Advisory's CAT Position: Q2 2026 in Review

Harbor Investment Advisory increased its Caterpillar (CAT) stake by 0.64% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,057 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #108.

Harbor Investment Advisory first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,381 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harbor Investment Advisory held 2,057 shares of Caterpillar worth $2.19M as of Q2 2026.
  • Harbor Investment Advisory bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.15% of Harbor Investment Advisory's portfolio in Q2 2026, its #108 holding.
  • Harbor Investment Advisory first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.