Sanders Morris Harris’s Caterpillar CAT Stock Holding History

Sanders Morris Harris’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	$1.89M	Hold	1,775	–	–	1.1%	16
2026 Q1	$1.26M	Buy	+1,775	New	+$1.23M	0.2%	97
2025 Q4	–	Sell	-1,775	Closed	-$847K	–	73
2025 Q3	$847K	Hold	1,775	–	–	0.11%	124
2025 Q2	$689K	Hold	1,775	–	–	0.16%	56
2025 Q1	$585K	Hold	1,775	–	–	0.09%	142
2024 Q4	$648K	Hold	1,775	–	–	0.1%	145
2024 Q3	$694K	Hold	1,775	–	–	0.12%	125
2024 Q2	$591K	Hold	1,775	–	–	0.1%	140
2024 Q1	$650K	Buy	+1,775	New	+$567K	0.12%	133
2023 Q4	–	Sell	-1,775	Closed	-$485K	–	177
2023 Q3	$485K	Hold	1,775	–	–	0.1%	154
2023 Q2	$437K	Hold	1,775	–	–	0.1%	157
2023 Q1	$406K	Hold	1,775	–	–	0.14%	71
2022 Q4	$425K	Hold	1,775	–	–	0.16%	126
2022 Q3	$292K	Hold	1,775	–	–	0.07%	201
2022 Q2	$318K	Hold	1,775	–	–	0.07%	198
2022 Q1	$395K	Buy	1,775 +200	+13%	+$41.9K	0.08%	196
2021 Q4	$325K	Hold	1,575	–	–	0.06%	228
2021 Q3	$302K	Sell	1,575 -35	-2%	-$7.29K	0.06%	237
2021 Q2	$351K	Buy	1,610 +235	+17%	+$54.3K	0.07%	228
2021 Q1	$319K	Hold	1,375	–	–	0.07%	217
2020 Q4	$250K	Hold	1,375	–	–	0.06%	234
2020 Q3	$205K	Sell	1,375 -470	-25%	-$66K	0.06%	233
2020 Q2	$233K	Buy	+1,845	New	+$219K	0.11%	101
2020 Q1	–	Sell	-3,000	Closed	-$406K	–	174
2019 Q4	$406K	Buy	3,000 +1,225	+69%	+$171K	0.09%	184
2019 Q3	$224K	Sell	1,775 -1,825	-51%	-$232K	0.05%	242
2019 Q2	$491K	Buy	3,600 +600	+20%	+$79.3K	0.13%	148
2019 Q1	$406K	Hold	3,000	–	–	0.2%	68
2018 Q4	$381K	Buy	3,000 +880	+42%	+$114K	0.21%	67
2018 Q3	$323K	Sell	2,120 -80	-4%	-$11.3K	0.15%	96
2018 Q2	$298K	Sell	2,200 -88	-4%	-$13.1K	0.14%	98
2018 Q1	$337K	Buy	2,288 +188	+9%	+$29.7K	0.14%	95
2017 Q4	$331K	Hold	2,100	–	–	0.14%	81
2017 Q3	$262K	Hold	2,100	–	–	0.11%	103
2017 Q2	$226K	Buy	+2,100	New	+$213K	0.09%	104
2016 Q4	–	Sell	-2,350	Closed	-$229K	–	133
2016 Q3	$229K	Buy	+2,350	New	+$192K	0.07%	128
2016 Q2	–	Sell	-3,517	Closed	-$259K	–	254
2016 Q1	$259K	Buy	+3,517	New	+$236K	0.04%	256

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sanders Morris Harris's CAT Position: Q2 2026 in Review

Sanders Morris Harris held its Caterpillar (CAT) position steady in Q2 2026 at 1,775 shares worth $1.89M. The position accounts for 1.1% of the portfolio, ranked #16.

Sanders Morris Harris first reported a position in CAT in Q1 2016 and has held it in 36 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sanders Morris Harris held 1,775 shares of Caterpillar worth $1.89M as of Q2 2026.
Sanders Morris Harris left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1.1% of Sanders Morris Harris's portfolio in Q2 2026, its #16 holding.
Sanders Morris Harris first reported a position in Caterpillar in Q1 2016 and has held it in 36 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.