Man Group’s Caterpillar CAT Stock Holding History

Man 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
2026 Q2	$37.5M	Sell	35,200 -5,200	-13%	-$4.57M	0.06%	319
2026 Q1	$28.6M	Sell	40,400 -26,600	-40%	-$18.4M	0.05%	371
2025 Q4	$38.4M	Buy	67,000 +31,700	+90%	+$17.6M	0.07%	296
2025 Q3	$16.8M	Buy	35,300 +6,500	+23%	+$2.77M	0.03%	571
2025 Q2	$11.2M	Buy	28,800 +7,300	+34%	+$2.43M	0.02%	735
2025 Q1	$7.09M	Sell	21,500 -9,100	-30%	-$3.24M	0.02%	867
2024 Q4	$11.1M	Buy	30,600 +11,700	+62%	+$4.54M	0.03%	687
2024 Q3	$7.39M	Buy	18,900 +5,300	+39%	+$1.83M	0.02%	876
2024 Q2	$4.53M	Buy	13,600 +10,000	+278%	+$3.47M	0.01%	1040
2024 Q1	$1.32M	Sell	3,600 -500	-12%	-$160K	﹤0.01%	1453
2023 Q4	$1.21M	Buy	+4,100	New	+$1.06M	﹤0.01%	1393
2021 Q4	–	Sell	-600	Closed	-$115K	–	1961
2021 Q3	$115K	Buy	+600	New	+$125K	﹤0.01%	1806

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Man Group's CAT Position: Q2 2026 in Review

Man Group reduced its Caterpillar (CAT) stake by 49% in Q2 2026, selling an estimated $7.66M and leaving 9,005 shares worth $9.59M. The position accounts for 0.02% of the portfolio, ranked #819.

Man Group first reported a position in CAT in Q1 2018 and has held it in 31 quarters since. The position peaked at $136M in Q4 2022. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Man Group held 9,005 shares of Caterpillar worth $9.59M as of Q2 2026.
Man Group sold 8,725 Caterpillar shares in Q2 2026, an estimated $7.66M.
Caterpillar made up 0.02% of Man Group's portfolio in Q2 2026, its #819 holding.
Man Group first reported a position in Caterpillar in Q1 2018 and has held it in 31 quarters since.
Man Group's Caterpillar position peaked at $136M in Q4 2022.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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