HI
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Harbour Investments’s Caterpillar CAT Stock Holding History

Harbour Investments’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 		$26.5M Buy
37,468
+26,766
+250% +$18.5M 0.41% 47
2025
Q4 		$6.13M Buy
10,702
+2,679
+33% +$1.49M 0.12% 149
2025
Q3 		$3.83M Buy
8,023
+381
+5% +$163K 0.09% 210
2025
Q2 		$2.97M Buy
7,642
+1,200
+19% +$400K 0.08% 238
2025
Q1 		$2.12M Sell
6,442
-117
-2% -$41.7K 0.06% 277
2024
Q4 		$2.38M Buy
6,559
+11
+0.2% +$4.27K 0.07% 246
2024
Q3 		$2.56M Buy
6,548
+182
+3% +$62.9K 0.08% 217
2024
Q2 		$2.12M Sell
6,366
-295
-4% -$102K 0.07% 243
2024
Q1 		$2.44M Buy
6,661
+302
+5% +$96.5K 0.09% 211
2023
Q4 		$1.88M Buy
6,359
+469
+8% +$122K 0.08% 233
2023
Q3 		$1.61M Buy
5,890
+673
+13% +$183K 0.08% 242
2023
Q2 		$1.28M Buy
5,217
+647
+14% +$144K 0.06% 288
2023
Q1 		$1.05M Buy
4,570
+55
+1% +$13.3K 0.06% 312
2022
Q4 		$1.08M Buy
4,515
+635
+16% +$138K 0.07% 285
2022
Q3 		$694K Hold
3,880
– – 0.05% 352
2022
Q2 		$694K Buy
+3,880
New +$818K 0.05% 352
2021
Q4 		$696K Sell
3,366
-28,026
-89% -$5.64M 0.04% 374
2021
Q3 		$6.03M Buy
31,392
+175
+0.6% +$36.4K 0.19% 95
2021
Q2 		$6.79M Buy
31,217
+155
+0.5% +$35.8K 0.22% 84
2021
Q1 		$7.2M Buy
+31,062
New +$6.43M 0.26% 73

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbour Investments's CAT Position: Q1 2026 in Review

Harbour Investments increased its Caterpillar (CAT) stake by 250% in Q1 2026, buying an estimated $18.5M and bringing the position to 37,468 shares worth $26.5M. The position accounts for 0.41% of the portfolio, ranked #47.

Harbour Investments first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Harbour Investments held 37,468 shares of Caterpillar worth $26.5M as of Q1 2026.
  • Harbour Investments bought 26,766 Caterpillar shares in Q1 2026, an estimated $18.5M.
  • Caterpillar made up 0.41% of Harbour Investments's portfolio in Q1 2026, its #47 holding.
  • Harbour Investments first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.