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 Q1	$27.6M	Sell	39,000 -26,600	-41%	-$18.4M	0.05%	383
2025 Q4	$37.6M	Buy	65,600 +33,300	+103%	+$18.5M	0.06%	301
2025 Q3	$15.4M	Buy	32,300 +16,500	+104%	+$7.04M	0.03%	602
2025 Q2	$6.13M	Sell	15,800 -5,500	-26%	-$1.83M	0.01%	972
2025 Q1	$7.02M	Sell	21,300 -9,200	-30%	-$3.28M	0.02%	873
2024 Q4	$11.1M	Buy	30,500 +12,600	+70%	+$4.89M	0.03%	689
2024 Q3	$7M	Buy	17,900 +4,900	+38%	+$1.69M	0.02%	901
2024 Q2	$4.33M	Buy	13,000 +9,400	+261%	+$3.26M	0.01%	1059
2024 Q1	$1.32M	Sell	3,600 -400	-10%	-$128K	﹤0.01%	1454
2023 Q4	$1.18M	Buy	+4,000	New	+$1.04M	﹤0.01%	1401
2021 Q4	–	Sell	-600	Closed	-$115K	–	1962
2021 Q3	$115K	Buy	+600	New	+$125K	﹤0.01%	1807

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Man Group's CAT Position: Q1 2026 in Review

Man Group reduced its Caterpillar (CAT) stake by 71% in Q1 2026, selling an estimated $30.6M and leaving 17,730 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #709.

Man Group first reported a position in CAT in Q1 2018 and has held it in 30 quarters since. The position peaked at $136M in Q4 2022. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Man Group held 17,730 shares of Caterpillar worth $12.6M as of Q1 2026.
Man Group sold 44,177 Caterpillar shares in Q1 2026, an estimated $30.6M.
Caterpillar made up 0.02% of Man Group's portfolio in Q1 2026, its #709 holding.
Man Group first reported a position in Caterpillar in Q1 2018 and has held it in 30 quarters since.
Man Group's Caterpillar position peaked at $136M in Q4 2022.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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