Macquarie Group
CAT icon

Macquarie Group’s Caterpillar CAT Stock Holding History

Macquarie 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
2014
Q2 		– Sell
-250
Closed -$25K – 1568
2014
Q1 		$25K Buy
250
+200
+400% +$18.9K ﹤0.01% 1504
2013
Q4 		$5K Buy
50
+30
+150% +$2.56K ﹤0.01% 1531
2013
Q3 		$2K Buy
+20
New +$1.69K ﹤0.01% 1597

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Macquarie Group's CAT Position: Q2 2026 in Review

Macquarie Group increased its Caterpillar (CAT) stake by 64% in Q2 2026, buying an estimated $28.4M and bringing the position to 83,172 shares worth $88.5M. The position accounts for 0.38% of the portfolio, ranked #52.

Macquarie Group first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $774M in Q1 2021. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Macquarie Group held 83,172 shares of Caterpillar worth $88.5M as of Q2 2026.
  • Macquarie Group bought 32,372 Caterpillar shares in Q2 2026, an estimated $28.4M.
  • Caterpillar made up 0.38% of Macquarie Group's portfolio in Q2 2026, its #52 holding.
  • Macquarie Group first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Macquarie Group's Caterpillar position peaked at $774M in Q1 2021.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.