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 $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

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.