SEC 13F Intelligence

Harel Insurance Investments & Financial Services Ltd. / CAT

Harel Insurance Investments & Financial Services Ltd.’s Caterpillar Inc Position

Does Harel Insurance Investments & Financial Services Ltd. own Caterpillar Inc (CAT)? Yes16.1K shares worth $11M (+0.08% of its 13F portfolio) as of Q1 2026, up from 41 shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
16.1K
% of Portfolio
+0.08%
Quarters Held
24
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q2 ’19: $249,000Q2 ’20: $443,000Q3 ’20: $537,000Q3 ’20Q4 ’20: $3MQ1 ’21: $2MQ2 ’21: $8MQ2 ’21Q3 ’21: $979,000Q4 ’21: $577,000Q1 ’22: $1MQ1 ’22Q2 ’22: $411,000Q3 ’22: $382,000Q4 ’22: $373,000Q4 ’22Q1 ’23: $157,000Q2 ’23: $298,000Q3 ’23: $260,000Q3 ’23Q4 ’23: $524,000Q1 ’24: $438,000Q2 ’24: $150,000Q2 ’24Q1 ’25: $270,000Q2 ’25: $380,000Q3 ’25: $260,000Q3 ’25Q4 ’25: $23,000Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.1K$11M+0.08%
Q4 202541$23,0000.00%
Q3 2025546$260,0000.00%
Q2 2025980$380,0000.00%
Q1 2025818$270,0000.00%
Q2 2024457$150,0000.00%
Q1 20241.2K$438,000+0.01%
Q4 20231.8K$524,000+0.01%
Q3 2023941$260,000+0.01%
Q2 20231.2K$298,000+0.01%
Q1 2023700$157,0000.00%
Q4 20221.6K$373,000+0.01%
Q3 20222.3K$382,000+0.01%
Q2 20222.3K$411,000+0.01%
Q1 20225.2K$1M+0.02%
Q4 20212.8K$577,000+0.01%
Q3 20215.1K$979,000+0.03%
Q2 202111.7K$8M+0.18%
Q1 20213.2K$2M+0.05%
Q4 20204.5K$3M+0.06%
Q3 20203.6K$537,000+0.02%
Q2 20203.5K$443,000+0.02%
Q2 20191.8K$249,000+0.01%
Q4 20188.6K$1M+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Harel Insurance Investments & Financial Services Ltd.’s full portfolio or all institutional holders of CAT.