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Harbour Trust & Investment Management’s Caterpillar CAT Stock Holding History

Harbour Trust & Investment Management’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 		$1.61M Sell
1,510
-29
-2% -$25.5K 0.15% 69
2026
Q1 		$1.09M Sell
1,539
-35
-2% -$24.2K 0.12% 83
2025
Q4 		$902K Sell
1,574
-45
-3% -$25K 0.09% 87
2025
Q3 		$773K Sell
1,619
-55
-3% -$23.5K 0.08% 99
2025
Q2 		$650K Hold
1,674
– – 0.07% 102
2025
Q1 		$552K Sell
1,674
-139
-8% -$49.5K 0.07% 107
2024
Q4 		$658K Sell
1,813
-26
-1% -$10.1K 0.07% 104
2024
Q3 		$719K Sell
1,839
-122
-6% -$42.1K 0.08% 103
2024
Q2 		$653K Sell
1,961
-179
-8% -$62.1K 0.08% 101
2024
Q1 		$784K Sell
2,140
-100
-4% -$32K 0.1% 99
2023
Q4 		$662K Buy
+2,240
New +$581K 0.09% 101

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Trust & Investment Management's CAT Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $25.5K and leaving 1,510 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #69.

Harbour Trust & Investment Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harbour Trust & Investment Management held 1,510 shares of Caterpillar worth $1.61M as of Q2 2026.
  • Harbour Trust & Investment Management sold 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.15% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #69 holding.
  • Harbour Trust & Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.