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Harvest Investment Services’s Caterpillar CAT Stock Holding History

Harvest Investment Services’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 		$1.03M Buy
971
+284
+41% +$249K 0.16% 154
2026
Q1 		$487K Buy
687
+138
+25% +$95.6K 0.09% 207
2025
Q4 		$315K Buy
+549
New +$305K 0.06% 259
2025
Q1 		– Sell
-2,114
Closed -$767K – 290
2024
Q4 		$767K Buy
+2,114
New +$820K 0.19% 129
2024
Q3 		– Sell
-1,117
Closed -$372K – 228
2024
Q2 		$372K Buy
+1,117
New +$387K 0.15% 135
2022
Q1 		– Sell
-2,862
Closed -$591K – 191
2021
Q4 		$591K Sell
2,862
-101
-3% -$20.3K 0.25% 123
2021
Q3 		$568K Buy
2,963
+81
+3% +$16.9K 0.23% 131
2021
Q2 		$627K Buy
+2,882
New +$666K 0.26% 111
2020
Q4 		– Sell
-2,890
Closed -$431K – 213
2020
Q3 		$431K Buy
+2,890
New +$406K 0.25% 101

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

Harvest Investment Services's CAT Position: Q2 2026 in Review

Harvest Investment Services increased its Caterpillar (CAT) stake by 41% in Q2 2026, buying an estimated $249K and bringing the position to 971 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #154.

Harvest Investment Services first reported a position in CAT in Q3 2020 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harvest Investment Services held 971 shares of Caterpillar worth $1.03M as of Q2 2026.
  • Harvest Investment Services bought 284 Caterpillar shares in Q2 2026, an estimated $249K.
  • Caterpillar made up 0.16% of Harvest Investment Services's portfolio in Q2 2026, its #154 holding.
  • Harvest Investment Services first reported a position in Caterpillar in Q3 2020 and has held it in 9 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.