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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Investment Services's CAT Position: Q1 2026 in Review

Harvest Investment Services increased its Caterpillar (CAT) stake by 25% in Q1 2026, buying an estimated $95.6K and bringing the position to 687 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #207.

Harvest Investment Services first reported a position in CAT in Q3 2020 and has held it in 8 quarters since. The position peaked at $767K in Q4 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Harvest Investment Services held 687 shares of Caterpillar worth $487K as of Q1 2026.
Harvest Investment Services bought 138 Caterpillar shares in Q1 2026, an estimated $95.6K.
Caterpillar made up 0.09% of Harvest Investment Services's portfolio in Q1 2026, its #207 holding.
Harvest Investment Services first reported a position in Caterpillar in Q3 2020 and has held it in 8 quarters since.
Harvest Investment Services's Caterpillar position peaked at $767K in Q4 2024.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.