SHF
CAT icon

Safe Harbor Fiduciary’s Caterpillar CAT Stock Holding History

Safe Harbor Fiduciary’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 		$495K Sell
699
-18
-3% -$12.5K 0.47% 41
2025
Q4 		$411K Buy
+717
New +$399K 0.36% 47
2025
Q2 		$290K Sell
747
-30
-4% -$10K 0.27% 69
2025
Q1 		$256K Hold
777
– – 0.27% 65
2024
Q4 		$282K Hold
777
– – 0.29% 61
2024
Q3 		$304K Buy
+777
New +$268K 0.28% 62

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

Safe Harbor Fiduciary's CAT Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Caterpillar (CAT) stake by 2.5% in Q1 2026, selling an estimated $12.5K and leaving 699 shares worth $495K. The position accounts for 0.47% of the portfolio, ranked #41.

Safe Harbor Fiduciary first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Safe Harbor Fiduciary held 699 shares of Caterpillar worth $495K as of Q1 2026.
  • Safe Harbor Fiduciary sold 18 Caterpillar shares in Q1 2026, an estimated $12.5K.
  • Caterpillar made up 0.47% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #41 holding.
  • Safe Harbor Fiduciary first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.