HPG
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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
Q2 		$32.4M Sell
30,465
-10,436
-26% -$9.17M 0.46% 62
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 $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 Portfolios Group's CAT Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Caterpillar (CAT) stake by 26% in Q2 2026, selling an estimated $9.17M and leaving 30,465 shares worth $32.4M. The position accounts for 0.46% of the portfolio, ranked #62.

Harvest Portfolios Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Harvest Portfolios Group held 30,465 shares of Caterpillar worth $32.4M as of Q2 2026.
  • Harvest Portfolios Group sold 10,436 Caterpillar shares in Q2 2026, an estimated $9.17M.
  • Caterpillar made up 0.46% of Harvest Portfolios Group's portfolio in Q2 2026, its #62 holding.
  • Harvest Portfolios Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.