SHF
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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
Q2 		$622K Sell
584
-115
-16% -$101K 0.48% 40
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 $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

Safe Harbor Fiduciary's CAT Position: Q2 2026 in Review

Safe Harbor Fiduciary reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $101K and leaving 584 shares worth $622K. The position accounts for 0.48% of the portfolio, ranked #40.

Safe Harbor Fiduciary first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Safe Harbor Fiduciary held 584 shares of Caterpillar worth $622K as of Q2 2026.
  • Safe Harbor Fiduciary sold 115 Caterpillar shares in Q2 2026, an estimated $101K.
  • Caterpillar made up 0.48% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #40 holding.
  • Safe Harbor Fiduciary first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.