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Marex Group’s Caterpillar CAT Stock Holding History

Marex 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 		$1.41M Buy
1,991
+1,515
+318% +$1.05M 0.01% 374
2025
Q4 		$273K Buy
+476
New +$265K ﹤0.01% 733
2025
Q2 		– Sell
-954
Closed -$315K – 692
2025
Q1 		$315K Sell
954
-550
-37% -$196K 0.01% 444
2024
Q4 		$546K Sell
1,504
-914
-38% -$354K 0.01% 328
2024
Q3 		$946K Sell
2,418
-216
-8% -$74.6K 0.02% 218
2024
Q2 		$877K Buy
2,634
+571
+28% +$198K 0.02% 232
2024
Q1 		$756K Buy
2,063
+1,243
+152% +$397K 0.02% 206
2023
Q4 		$242K Buy
+820
New +$213K 0.01% 430
2023
Q2 		– Sell
-2,550
Closed -$584K – 240
2023
Q1 		$584K Buy
2,550
+1,613
+172% +$390K 0.08% 151
2022
Q4 		$224K Buy
+937
New +$204K 0.03% 223

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

Marex Group's CAT Position: Q1 2026 in Review

Marex Group increased its Caterpillar (CAT) stake by 318% in Q1 2026, buying an estimated $1.05M and bringing the position to 1,991 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #374.

Marex Group first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Marex Group held 1,991 shares of Caterpillar worth $1.41M as of Q1 2026.
  • Marex Group bought 1,515 Caterpillar shares in Q1 2026, an estimated $1.05M.
  • Caterpillar made up 0.01% of Marex Group's portfolio in Q1 2026, its #374 holding.
  • Marex Group first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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