K.J. Harrison & Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.58M | Sell |
6,175
-1,390
| -18% | -$1.22M | 0.93% | 27 |
|
|
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 | $3.05M | 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
K.J. Harrison & Partners's CAT Position: Q2 2026 in Review
K.J. Harrison & Partners reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $1.22M and leaving 6,175 shares worth $6.58M. The position accounts for 0.93% of the portfolio, ranked #27.
K.J. Harrison & Partners first reported a position in CAT in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.63M in Q4 2025. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- K.J. Harrison & Partners held 6,175 shares of Caterpillar worth $6.58M as of Q2 2026.
- K.J. Harrison & Partners sold 1,390 Caterpillar shares in Q2 2026, an estimated $1.22M.
- Caterpillar made up 0.93% of K.J. Harrison & Partners's portfolio in Q2 2026, its #27 holding.
- K.J. Harrison & Partners first reported a position in Caterpillar in Q2 2013 and has held it in 29 quarters since.
- K.J. Harrison & Partners's Caterpillar position peaked at $6.63M in Q4 2025.
- 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.