Macquarie Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36M Sell
50,800
-21,594
-30% -$15M 0.21% 90
2025
Q4
$41.4M Sell
72,394
-18,138
-20% -$10.1M 0.18% 102
2025
Q3
$43.2M Buy
90,532
+3,322
+4% +$1.42M 0.05% 467
2025
Q2
$33.8M Sell
87,210
-43,523
-33% -$14.5M 0.04% 514
2025
Q1
$43.1M Buy
130,733
+29,029
+29% +$10.3M 0.05% 446
2024
Q4
$30.1M Sell
101,704
-12,040
-11% -$4.67M 0.04% 558
2024
Q3
$44.4M Buy
113,744
+31,167
+38% +$10.8M 0.05% 475
2024
Q2
$27.5M Buy
82,577
+493
+0.6% +$171K 0.03% 586
2024
Q1
$30.1M Sell
82,084
-8,730
-10% -$2.79M 0.03% 585
2023
Q4
$26.9M Sell
90,814
-35,836
-28% -$9.3M 0.03% 605
2023
Q3
$34.6M Buy
126,650
+16,392
+15% +$4.45M 0.04% 514
2023
Q2
$27.1M Sell
110,258
-17,660
-14% -$3.94M 0.03% 584
2023
Q1
$29.3M Buy
127,918
+17,688
+16% +$4.28M 0.03% 582
2022
Q4
$26.4M Sell
110,230
-155,948
-59% -$33.9M 0.03% 630
2022
Q3
$43.7M Sell
266,178
-297,927
-53% -$54.4M 0.05% 466
2022
Q2
$101M Sell
564,105
-29,368
-5% -$6.19M 0.11% 244
2022
Q1
$132K Buy
593,473
+384,268
+184% +$80.6M 0.1% 235
2021
Q4
$43.3M Buy
209,205
+14,057
+7% +$2.83M 0.04% 554
2021
Q3
$37.5M Sell
195,148
-1,991,782
-91% -$415M 0.03% 594
2021
Q2
$476M Sell
2,186,930
-1,150,573
-34% -$266M 0.39% 51
2021
Q1
$774M Sell
3,337,503
-664,396
-17% -$138M 1.09% 4
2020
Q4
$728M Sell
4,001,899
-709,305
-15% -$120M 1.06% 11
2020
Q3
$703M Sell
4,711,204
-584,640
-11% -$82.1M 1.19% 10
2020
Q2
$670M Buy
5,295,844
+1,987,177
+60% +$236M 1.15% 26
2020
Q1
$384M Buy
3,308,667
+3,226,404
+3,922% +$412M 0.79% 34
2019
Q4
$12.1M Buy
82,263
+515
+0.6% +$71.9K 0.02% 615
2019
Q3
$10.3M Sell
81,748
-74,420
-48% -$9.45M 0.02% 591
2019
Q2
$21.3M Buy
156,168
+18,561
+13% +$2.45M 0.04% 447
2019
Q1
$18.6M Sell
137,607
-10,312
-7% -$1.37M 0.03% 477
2018
Q4
$18.8M Buy
147,919
+860
+0.6% +$112K 0.04% 440
2018
Q3
$22.4M Buy
147,059
+10,250
+7% +$1.45M 0.04% 450
2018
Q2
$18.6M Sell
136,809
-3,461
-2% -$517K 0.03% 494
2018
Q1
$20.7M Buy
140,270
+121,462
+646% +$19.2M 0.04% 458
2017
Q4
$2.38M Sell
18,808
-1,090
-5% -$151K ﹤0.01% 977
2017
Q3
$2.48M Buy
19,898
+378
+2% +$43.5K ﹤0.01% 924
2017
Q2
$2.1M Sell
19,520
-1,100
-5% -$112K ﹤0.01% 960
2017
Q1
$1.91M Sell
20,620
-2,500
-11% -$237K ﹤0.01% 986
2016
Q4
$2.14M Sell
23,120
-22,876
-50% -$2.07M ﹤0.01% 941
2016
Q3
$4.08M Sell
45,996
-59,558
-56% -$4.87M 0.01% 780
2016
Q2
$8M Buy
105,554
+59,245
+128% +$4.44M 0.01% 767
2016
Q1
$3.54M Sell
46,309
-728
-2% -$48.8K 0.01% 793
2015
Q4
$3.2M Buy
47,037
+8,780
+23% +$614K 0.01% 812
2015
Q3
$2.5M Sell
38,257
-2,205
-5% -$169K 0.01% 914
2015
Q2
$3.43M Sell
40,462
-38,914
-49% -$3.35M 0.01% 870
2015
Q1
$6.35M Sell
79,376
-136,867
-63% -$11.4M 0.01% 682
2014
Q4
$19.8M Buy
216,243
+2,745
+1% +$267K 0.04% 377
2014
Q3
$21.1M Buy
213,498
+120,397
+129% +$12.8M 0.05% 362
2014
Q2
$10.1M Sell
93,101
-11,474
-11% -$1.2M 0.02% 503
2014
Q1
$10.4M Buy
104,575
+4,825
+5% +$455K 0.02% 493
2013
Q4
$9.06M Sell
99,750
-171,998
-63% -$14.7M 0.02% 494
2013
Q3
$22.7M Sell
271,748
-12,193
-4% -$1.03M 0.04% 301
2013
Q2
$23.4M Buy
+283,941
New +$24.1M 0.05% 283

Other funds holding CAT

Macquarie Group's CAT Position: Q1 2026 in Review

Macquarie Group reduced its Caterpillar (CAT) stake by 30% in Q1 2026, selling an estimated $15M and leaving 50,800 shares worth $36M. The position accounts for 0.21% of the portfolio, ranked #90.

Macquarie Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $774M in Q1 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Macquarie Group held 50,800 shares of Caterpillar worth $36M as of Q1 2026.
  • Macquarie Group sold 21,594 Caterpillar shares in Q1 2026, an estimated $15M.
  • Caterpillar made up 0.21% of Macquarie Group's portfolio in Q1 2026, its #90 holding.
  • Macquarie Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Macquarie Group's Caterpillar position peaked at $774M in Q1 2021.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Macquarie Group's 13F filing for Q1 2026, filed 15 May 2026.