K.J. Harrison & Partners’s Caterpillar CAT Stock Holding History

K.J. Harrison & Partners’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	$5.36M	Sell	7,565 -4,000	-35%	-$2.77M	0.88%	30
2025 Q4	$6.63M	Buy	11,565 +4,440	+62%	+$2.47M	0.88%	27
2025 Q3	$3.5M	Buy	7,125 +3,000	+73%	+$1.28M	0.5%	59
2025 Q2	$1.6M	Hold	4,125	–	–	0.27%	103
2025 Q1	$1.36M	Buy	4,125 +125	+3%	+$44.5K	0.27%	100
2024 Q4	$1.44M	Hold	4,000	–	–	0.23%	106
2024 Q3	$1.56M	Sell	4,000 -21	-0.5%	-$7.25K	0.24%	103
2024 Q2	$1.34M	Sell	4,021 -23	-0.6%	-$7.97K	0.22%	110
2024 Q1	$1.48M	Buy	4,044 +44	+1%	+$14.1K	0.23%	107
2023 Q4	$1.18M	Buy	+4,000	New	+$1.04M	0.2%	116
2023 Q3	–	Sell	-5,000	Closed	-$1.23M	–	131
2023 Q2	$1.23M	Hold	5,000	–	–	0.22%	114
2023 Q1	$1.14M	Hold	5,000	–	–	0.23%	113
2022 Q4	$1.62M	Hold	5,000	–	–	0.32%	99
2022 Q3	$820K	Sell	5,000 -1,000	-17%	-$183K	0.29%	88
2022 Q2	$1.07M	Sell	6,000 -8,000	-57%	-$1.69M	0.29%	93
2022 Q1	$3.12M	Hold	14,000	–	–	0.5%	59
2021 Q4	$2.9M	Hold	14,000	–	–	0.41%	74
2021 Q3	$2.7M	Hold	14,000	–	–	0.39%	78
2021 Q2	$3.05K	Hold	14,000	–	–	0.32%	71
2021 Q1	$3.25M	Buy	14,000 +2,000	+17%	+$414K	0.5%	59
2020 Q4	$2.18M	Buy	12,000 +1,000	+9%	+$170K	0.36%	88
2020 Q3	$1.64M	Buy	+11,000	New	+$1.55M	0.34%	100
2016 Q4	–	Sell	-2,500	Closed	-$222K	–	205
2016 Q3	$222K	Buy	+2,500	New	+$205K	0.11%	181
2014 Q3	–	Sell	-5,915	Closed	-$643K	–	160
2014 Q2	$643K	Sell	5,915 -40,900	-87%	-$4.29M	0.18%	106
2014 Q1	$4.63M	Buy	46,815 +8,000	+21%	+$754K	1.37%	23
2013 Q4	$3.75M	Buy	38,815 +35,815	+1,194%	+$3.06M	1.1%	31
2013 Q3	$250K	Hold	3,000	–	–	0.09%	123
2013 Q2	$247K	Buy	+3,000	New	+$255K	0.1%	107

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

K.J. Harrison & Partners's CAT Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its Caterpillar (CAT) stake by 35% in Q1 2026, selling an estimated $2.77M and leaving 7,565 shares worth $5.36M. The position accounts for 0.88% of the portfolio, ranked #30.

K.J. Harrison & Partners first reported a position in CAT in Q2 2013 and has held it in 28 quarters since. The position peaked at $6.63M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

K.J. Harrison & Partners held 7,565 shares of Caterpillar worth $5.36M as of Q1 2026.
K.J. Harrison & Partners sold 4,000 Caterpillar shares in Q1 2026, an estimated $2.77M.
Caterpillar made up 0.88% of K.J. Harrison & Partners's portfolio in Q1 2026, its #30 holding.
K.J. Harrison & Partners first reported a position in Caterpillar in Q2 2013 and has held it in 28 quarters since.
K.J. Harrison & Partners's Caterpillar position peaked at $6.63M in Q4 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.