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HARBOUR INVESTMENTS, INC.

Position in CAT — Caterpillar Inc

CIK 810121 MADISON, WI

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$40,441,707
+$13,897,128 QoQ
Shares Held
37,977
+1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#396
of 4,030 holders
Holding Since
Mar 2021
21 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

HARBOUR INVESTMENTS, INC. holds $58,279,547 across 14 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
37,977 $40,441,707

All Filings in CAT

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,441,707 37,977
2026-03-31 $26,544,579 37,468
2025-12-31 $6,130,854 10,702
2025-09-30 $3,828,174 8,023
2025-06-30 $2,966,700 7,642
2025-03-31 $2,124,571 6,442
2024-12-31 $2,379,342 6,559
2024-09-30 $2,561,053 6,548
2024-06-30 $2,120,514 6,366
2024-03-31 $2,440,790 6,661
2023-12-31 $1,880,165 6,359
2023-09-30 $1,607,970 5,890
2023-06-30 $1,283,642 5,217
2023-03-31 $1,045,798 4,570
2022-12-31 $1,081,613 4,515
2022-09-30 $636,630 3,880
2022-06-30 $693,588 3,880
2021-12-31 $695,886 3,366
2021-09-30 $6,026,322 31,392
2021-06-30 $6,793,755 31,217
2021-03-31 $7,202,345 31,062