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CATCAT
30 quarters

Position history for Haverford Trust CoHaverford Trust Co's holdings in Caterpillar Inc.

Yes. Haverford Trust holds 4,792 shares of CAT (Caterpillar), worth $5.1M, as of its Q2 2026 13F filing. It increased the position by 190 shares (+4.1%) from Q1 2026. Haverford Trust has held CAT in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$5.1M

Current Shares

4,792

Total Value Change

+$4.2M

Total Shares Change

-1,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,792
+4.1%
$5.1M0.0%$1,060.41
28
2026-Q1
Decreased
4,602
-2.5%
$3.3M0.0%$704.13
0
2025-Q4
Decreased
4,719
-5.3%
$2.7M0.0%$568.04
0
2025-Q3
Decreased
4,983
-0.3%
$2.4M0.0%$471.77
0
2025-Q2
Decreased
4,997
-12.8%
$1.9M0.0%$382.43
0
2025-Q1
Decreased
5,727
-7.2%
$1.9M0.0%$323.34
0
2024-Q4
Decreased
6,172
-0.6%
$2.2M0.0%$354.35
0
2024-Q3
Increased
6,210
+4.9%
$2.4M0.0%$380.68
27
2024-Q2
Decreased
5,921
-4.6%
$2M0.0%$322.90
0
2024-Q1
Increased
6,208
+1.6%
$2.3M0.0%$353.92
26
2023-Q4
Decreased
6,108
-1.6%
$1.8M0.0%$284.26
0
2023-Q3
Increased
6,208
+0.2%
$1.7M0.0%$261.11
26
2023-Q2
Decreased
6,198
-1.0%
$1.5M0.0%$234.18
0
2023-Q1
Increased
6,261
+3.5%
$1.4M0.0%$216.62
26
2022-Q4
Increased
6,047
+4.1%
$1.4M0.0%$225.69
27
2022-Q3
Decreased
5,810
-3.6%
$953,0000.0%$153.55
0
2022-Q2
Decreased
6,029
-9.4%
$1.1M0.0%$166.14
0
2022-Q1
Increased
6,658
+15.5%
$1.5M0.0%$206.10
29
2021-Q4
Decreased
5,765
-20.0%
$1.2M0.0%$190.30
0
2021-Q3
Decreased
7,208
-43.3%
$1.4M0.0%$175.73
0
2021-Q2
Increased
12,714
+0.4%
$2.8M0.0%$198.16
26
2021-Q1
Increased
12,666
+81.6%
$2.9M0.0%$210.18
41
2020-Q4
Increased
6,976
+10.3%
$1.3M0.0%$164.12
28
2020-Q3
Decreased
6,326
-3.2%
$943,0000.0%$133.66
0
2020-Q2
Unchanged
6,533
0.0%
$826,0000.0%$112.52
0
2020-Q1
Decreased
6,533
-6.2%
$758,0000.0%$102.28
0
2019-Q4
Increased
6,967
+21.9%
$1M0.0%$129.26
30
2019-Q3
Decreased
5,717
-8.4%
$722,0000.0%$109.69
0
2019-Q2
Decreased
6,242
-1.6%
$851,0000.0%$117.46
0
2019-Q1
First report
6,343
-
$859,0000.0%$116.06
0

Other major holders of CAT: BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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