MGP
CAT icon

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
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 $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

M&G plc's CAT Position: Q1 2026 in Review

M&G plc held its Caterpillar (CAT) position steady in Q1 2026 at 9,444 shares worth $6.69M. The position accounts for 0.03% of the portfolio, ranked #249.

M&G plc first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • M&G plc held 9,444 shares of Caterpillar worth $6.69M as of Q1 2026.
  • M&G plc left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.03% of M&G plc's portfolio in Q1 2026, its #249 holding.
  • M&G plc first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • M&G plc's Caterpillar position peaked at $16.8M in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on M&G plc's 13F filing for Q1 2026, filed 13 May 2026.