Legal & General Group
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Legal & General Group’s Caterpillar CAT Stock Holding History

Legal & General Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96B Buy
2,772,592
+52,284
+2% +$36.2M 0.45% 34
2025
Q4 		$1.56B Sell
2,720,308
-81,760
-3% -$45.4M 0.35% 42
2025
Q3 		$1.34B Buy
2,802,068
+58,993
+2% +$25.2M 0.3% 45
2025
Q2 		$1.06B Buy
2,743,075
+134,971
+5% +$45M 0.26% 66
2025
Q1 		$860M Buy
2,608,104
+16,289
+0.6% +$5.8M 0.23% 80
2024
Q4 		$940M Sell
2,591,815
-131,568
-5% -$51M 0.25% 66
2024
Q3 		$1.07B Sell
2,723,383
-290,222
-10% -$100M 0.28% 58
2024
Q2 		$1B Sell
3,013,605
-30,323
-1% -$10.5M 0.28% 56
2024
Q1 		$1.12B Sell
3,043,928
-29,054
-0.9% -$9.29M 0.32% 55
2023
Q4 		$909M Buy
3,072,982
+125,041
+4% +$32.4M 0.28% 61
2023
Q3 		$805M Sell
2,947,941
-173,007
-6% -$46.9M 0.28% 59
2023
Q2 		$768M Sell
3,120,948
-36,871
-1% -$8.22M 0.25% 71
2023
Q1 		$723M Sell
3,157,819
-80,357
-2% -$19.4M 0.26% 75
2022
Q4 		$776M Sell
3,238,176
-292,531
-8% -$63.7M 0.3% 63
2022
Q3 		$579M Sell
3,530,707
-182,029
-5% -$33.3M 0.23% 93
2022
Q2 		$664M Sell
3,712,736
-73,162
-2% -$15.4M 0.23% 87
2022
Q1 		$844M Buy
3,785,898
+167,225
+5% +$35.1M 0.26% 74
2021
Q4 		$748M Sell
3,618,673
-83,612
-2% -$16.8M 0.23% 88
2021
Q3 		$711M Buy
3,702,285
+82,964
+2% +$17.3M 0.23% 87
2021
Q2 		$788M Buy
3,619,321
+217,368
+6% +$50.2M 0.26% 72
2021
Q1 		$789M Sell
3,401,953
-69,455
-2% -$14.4M 0.29% 61
2020
Q4 		$632M Buy
3,471,408
+89,770
+3% +$15.2M 0.25% 75
2020
Q3 		$504M Sell
3,381,638
-122,066
-3% -$17.1M 0.23% 85
2020
Q2 		$443M Buy
3,503,704
+109,867
+3% +$13M 0.21% 89
2020
Q1 		$394M Buy
3,393,837
+76,961
+2% +$9.83M 0.23% 90
2019
Q4 		$490M Buy
3,316,876
+5,591
+0.2% +$780K 0.23% 87
2019
Q3 		$418M Sell
3,311,285
-15,005
-0.5% -$1.91M 0.22% 96
2019
Q2 		$453M Sell
3,326,290
-70,236
-2% -$9.28M 0.24% 83
2019
Q1 		$460M Buy
3,396,526
+685,196
+25% +$91M 0.26% 78
2018
Q4 		$345M Buy
2,711,330
+142,543
+6% +$18.5M 0.27% 78
2018
Q3 		$392M Buy
2,568,787
+50,694
+2% +$7.17M 0.28% 73
2018
Q2 		$342M Sell
2,518,093
-133,788
-5% -$20M 0.26% 79
2018
Q1 		$391M Sell
2,651,881
-201,948
-7% -$31.9M 0.3% 66
2017
Q4 		$450M Sell
2,853,829
-102,087
-3% -$14.2M 0.33% 60
2017
Q3 		$369M Buy
2,955,916
+11,745
+0.4% +$1.35M 0.28% 77
2017
Q2 		$316M Buy
2,944,171
+18,241
+0.6% +$1.85M 0.26% 89
2017
Q1 		$271M Buy
2,925,930
+81,586
+3% +$7.72M 0.23% 94
2016
Q4 		$264M Buy
2,844,344
+6,719
+0.2% +$609K 0.25% 89
2016
Q3 		$252M Buy
2,837,625
+24,200
+0.9% +$1.98M 0.26% 86
2016
Q2 		$213M Buy
2,813,425
+114,792
+4% +$8.6M 0.22% 99
2016
Q1 		$207M Buy
2,698,633
+35,138
+1% +$2.36M 0.23% 98
2015
Q4 		$181M Sell
2,663,495
-8,141
-0.3% -$569K 0.2% 115
2015
Q3 		$175M Buy
2,671,636
+98,107
+4% +$7.5M 0.21% 110
2015
Q2 		$218M Buy
2,573,529
+64,546
+3% +$5.55M 0.26% 91
2015
Q1 		$201M Sell
2,508,983
-19,182
-0.8% -$1.59M 0.24% 96
2014
Q4 		$231M Sell
2,528,165
-121,178
-5% -$11.8M 0.27% 84
2014
Q3 		$262M Sell
2,649,343
-29,404
-1% -$3.12M 0.31% 70
2014
Q2 		$291M Sell
2,678,747
-82,035
-3% -$8.61M 0.34% 65
2014
Q1 		$274M Sell
2,760,782
-181,714
-6% -$17.1M 0.33% 65
2013
Q4 		$267M Sell
2,942,496
-69,176
-2% -$5.91M 0.32% 69
2013
Q3 		$251M Buy
3,011,672
+26,057
+0.9% +$2.2M 0.33% 65
2013
Q2 		$246M Buy
+2,985,615
New +$254M 0.34% 61

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group's CAT Position: Q1 2026 in Review

Legal & General Group increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $36.2M and bringing the position to 2,772,592 shares worth $1.96B. The position accounts for 0.45% of the portfolio, ranked #34.

Legal & General Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Legal & General Group held 2,772,592 shares of Caterpillar worth $1.96B as of Q1 2026.
  • Legal & General Group bought 52,284 Caterpillar shares in Q1 2026, an estimated $36.2M.
  • Caterpillar made up 0.45% of Legal & General Group's portfolio in Q1 2026, its #34 holding.
  • Legal & General Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.