SHFG
CAT icon

S Harris Financial Group’s Caterpillar CAT Stock Holding History

S Harris Financial 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 		$682K Sell
640
-40
-6% -$35.1K 0.53% 35
2026
Q1 		$482K Sell
680
-190
-22% -$132K 0.44% 42
2025
Q4 		$498K Buy
+870
New +$484K 0.48% 39

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

S Harris Financial Group's CAT Position: Q2 2026 in Review

S Harris Financial Group reduced its Caterpillar (CAT) stake by 5.9% in Q2 2026, selling an estimated $35.1K and leaving 640 shares worth $682K. The position accounts for 0.53% of the portfolio, ranked #35.

S Harris Financial Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • S Harris Financial Group held 640 shares of Caterpillar worth $682K as of Q2 2026.
  • S Harris Financial Group sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.53% of S Harris Financial Group's portfolio in Q2 2026, its #35 holding.
  • S Harris Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.