HPG
CAT icon

Harvest Portfolios Group’s Caterpillar CAT Stock Holding History

Harvest Portfolios Group’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 		$29M Sell
40,901
-4,937
-11% -$3.42M 0.48% 57
2025
Q4 		$26.3M Sell
45,838
-5,631
-11% -$3.13M 0.46% 57
2025
Q3 		$24.6M Sell
51,469
-13,768
-21% -$5.88M 0.45% 55
2025
Q2 		$25.3M Buy
65,237
+8,584
+15% +$2.86M 0.59% 53
2025
Q1 		$18.7M Buy
56,653
+2,053
+4% +$731K 0.55% 58
2024
Q4 		$19.8M Buy
54,600
+8,238
+18% +$3.19M 0.66% 52
2024
Q3 		$18.1M Sell
46,362
-6,691
-13% -$2.31M 0.6% 54
2024
Q2 		$17.7M Sell
53,053
-7,871
-13% -$2.73M 0.68% 50
2024
Q1 		$22.3M Sell
60,924
-5,848
-9% -$1.87M 0.87% 44
2023
Q4 		$19.7M Buy
66,772
+3,498
+6% +$907K 0.84% 42
2023
Q3 		$17.3M Sell
63,274
-20,013
-24% -$5.43M 0.82% 44
2023
Q2 		$20.5M Buy
83,287
+14,214
+21% +$3.17M 0.94% 35
2023
Q1 		$15.8M Buy
69,073
+1,140
+2% +$276K 0.78% 50
2022
Q4 		$16.3M Buy
+67,933
New +$14.8M 0.94% 33

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

Harvest Portfolios Group's CAT Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $3.42M and leaving 40,901 shares worth $29M. The position accounts for 0.48% of the portfolio, ranked #57.

Harvest Portfolios Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Harvest Portfolios Group held 40,901 shares of Caterpillar worth $29M as of Q1 2026.
  • Harvest Portfolios Group sold 4,937 Caterpillar shares in Q1 2026, an estimated $3.42M.
  • Caterpillar made up 0.48% of Harvest Portfolios Group's portfolio in Q1 2026, its #57 holding.
  • Harvest Portfolios Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.