Question 1

How many shares of CAT does Haverford Trust Co own?

Accepted Answer

As of 2026-Q1, Haverford Trust Co holds 4,602 shares of CAT (CATERPILLAR INC).

Question 2

What is Haverford Trust Co's CAT position worth?

Accepted Answer

As of 2026-Q1, Haverford Trust Co's CAT position is worth $3.3M.

Question 3

Is Haverford Trust Co buying or selling CAT?

Accepted Answer

In 2026-Q1, Haverford Trust Co decreased their CAT position (-2.5% change in shares).

Question 4

When did Haverford Trust Co first buy CAT?

Accepted Answer

Based on available 13F filings, Haverford Trust Co first reported a position in CAT in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	4,602	-2.5%	$3.3M	0.0%	$722.18	0
2025-Q4	Decreased	4,719	-5.3%	$2.7M	0.0%	$576.04	0
2025-Q3	Decreased	4,983	-0.3%	$2.4M	0.0%	$469.16	0
2025-Q2	Decreased	4,997	-12.8%	$1.9M	0.0%	$381.32	0
2025-Q1	Decreased	5,727	-7.2%	$1.9M	0.0%	$325.22	0
2024-Q4	Decreased	6,172	-0.6%	$2.2M	0.0%	$356.77	0
2024-Q3	Increased	6,210	+4.9%	$2.4M	0.0%	$382.99	27
2024-Q2	Decreased	5,921	-4.6%	$2M	0.0%	$324.88	0