Question 1

Does Haverford Trust own CAT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Haverford Trust holds 4,792 shares of CAT (Caterpillar), worth $5.1M.

Question 2

How many shares of CAT does Haverford Trust own?

Accepted Answer

As of its Q2 2026 13F, Haverford Trust holds 4,792 shares of CAT (Caterpillar).

Question 3

What is Haverford Trust's CAT position worth?

Accepted Answer

As of its Q2 2026 13F, Haverford Trust's CAT position is worth $5.1M.

Question 4

Is Haverford Trust buying or selling CAT?

Accepted Answer

In Q2 2026, Haverford Trust increased its CAT position by 190 shares (+4.1%).

Question 5

When did Haverford Trust first buy CAT?

Accepted Answer

Haverford Trust already held CAT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4,792	+4.1%	$5.1M	0.0%	$1,060.41	28
2026-Q1	Decreased	4,602	-2.5%	$3.3M	0.0%	$704.13	0
2025-Q4	Decreased	4,719	-5.3%	$2.7M	0.0%	$568.04	0
2025-Q3	Decreased	4,983	-0.3%	$2.4M	0.0%	$471.77	0
2025-Q2	Decreased	4,997	-12.8%	$1.9M	0.0%	$382.43	0
2025-Q1	Decreased	5,727	-7.2%	$1.9M	0.0%	$323.34	0
2024-Q4	Decreased	6,172	-0.6%	$2.2M	0.0%	$354.35	0
2024-Q3	Increased	6,210	+4.9%	$2.4M	0.0%	$380.68	27