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
Q2 		$40.4M Buy
37,977
+509
+1% +$447K 0.54% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Harbour Investments's CAT Position: Q2 2026 in Review

Harbour Investments increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $447K and bringing the position to 37,977 shares worth $40.4M. The position accounts for 0.54% of the portfolio, ranked #37.

Harbour Investments first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harbour Investments held 37,977 shares of Caterpillar worth $40.4M as of Q2 2026.
  • Harbour Investments bought 509 Caterpillar shares in Q2 2026, an estimated $447K.
  • Caterpillar made up 0.54% of Harbour Investments's portfolio in Q2 2026, its #37 holding.
  • Harbour Investments first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.