Harel Insurance Investments & Financial Services Ltd.

Insurance

Position in CAT — Caterpillar Inc

CIK 1429390 Ramat Gan, L3

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$17,079,931

+$5,648,929 QoQ

Shares Held

16,039

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#628

of 4,045 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Harel Insurance Investments & Financial Services Ltd. holds $17,672,376 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	16,039	$17,079,931
2	PCAR	Paccar Inc	4,140	$497,296
3	DE	Deere & Co	150	$95,149

All Filings in CAT

Export CSV

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,079,931	16,039	-0.6%	Shares	Defined	2026-07-29
2026-03-31	$11,431,002	16,135	+39253.7%	Shares	Defined	2026-05-05
2025-12-31	$23,487	41	-92.5%	Shares	Defined	2026-02-03
2025-09-30	$260,523	546	-44.3%	Shares	Defined	2025-10-29
2025-06-30	$380,445	980	+19.8%	Shares	Defined	2025-08-05
2025-03-31	$269,776	818	+79.0%	Shares	Defined	2025-04-29
2024-06-30	$152,226	457	-61.8%	Shares	Defined	2024-07-22
2024-03-31	$437,883	1,195	-32.3%	Shares	Defined	2024-04-30
2023-12-31	$521,561	1,764	+87.5%	Shares	Defined	2024-01-30
2023-09-30	$256,893	941	-22.9%	Shares	Defined	2023-10-30
2023-06-30	$300,181	1,220	+74.3%	Shares	Defined	2023-07-17
2023-03-31	$160,188	700	-55.1%	Shares	Defined	2023-05-02
2022-12-31	$373,474	1,559	-32.2%	Shares	Defined	2023-01-26
2022-09-30	$377,384	2,300	0.0%	Shares	Defined	2022-10-31
2022-06-30	$411,148	2,300	-55.8%	Shares	Defined	2022-07-19
2022-03-31	$1,158,664	5,200	+85.4%	Shares	Defined	2022-05-03
2021-12-31	$579,905	2,805	-45.0%	Shares	Defined	2022-02-07
2021-09-30	$979,047	5,100	-56.4%	Shares	Defined	2021-10-25
2021-06-30	$2,548,012	11,708	+265.9%	Shares	Defined	2021-07-26
2021-03-31	$741,984	3,200	-28.4%	Shares	Defined	2021-04-27
2020-12-31	$813,629	4,470	+24.2%	Shares	Defined	2021-01-26
2020-09-30	$536,641	3,598	+2.8%	Shares	Defined	2020-10-20
2020-06-30	$442,750	3,500	—	Shares	Defined	2020-07-14
No filing history on record for this holder in this stock.