MGP
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M&G plc’s Caterpillar CAT Stock Holding History

M&G plc’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
Q2 		$4.5M Sell
4,224
-5,220
-55% -$4.59M 0.02% 263
2026
Q1 		$6.69M Hold
9,444
– – 0.03% 249
2025
Q4 		$5.41M Sell
9,444
-1,516
-14% -$843K 0.03% 264
2025
Q3 		$5.23M Sell
10,960
-15,653
-59% -$6.68M 0.03% 270
2025
Q2 		$10.3M Sell
26,613
-3,092
-10% -$1.03M 0.06% 201
2025
Q1 		$9.8M Sell
29,705
-3,340
-10% -$1.19M 0.05% 202
2024
Q4 		$12M Sell
33,045
-9,943
-23% -$3.86M 0.07% 180
2024
Q3 		$16.8M Buy
42,988
+347
+0.8% +$120K 0.06% 160
2024
Q2 		$14.2M Buy
42,641
+1,632
+4% +$566K 0.06% 155
2024
Q1 		$15M Buy
+41,009
New +$13.1M 0.06% 157

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

M&G plc's CAT Position: Q2 2026 in Review

M&G plc reduced its Caterpillar (CAT) stake by 55% in Q2 2026, selling an estimated $4.59M and leaving 4,224 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #263.

M&G plc first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.8M in Q3 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • M&G plc held 4,224 shares of Caterpillar worth $4.5M as of Q2 2026.
  • M&G plc sold 5,220 Caterpillar shares in Q2 2026, an estimated $4.59M.
  • Caterpillar made up 0.02% of M&G plc's portfolio in Q2 2026, its #263 holding.
  • M&G plc first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • M&G plc's Caterpillar position peaked at $16.8M in Q3 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.