MG
CAT icon

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
Q2 		$3.55M Buy
3,333
+1,342
+67% +$1.18M 0.02% 298
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 $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

Marex Group's CAT Position: Q2 2026 in Review

Marex Group increased its Caterpillar (CAT) stake by 67% in Q2 2026, buying an estimated $1.18M and bringing the position to 3,333 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #298.

Marex Group first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Marex Group held 3,333 shares of Caterpillar worth $3.55M as of Q2 2026.
  • Marex Group bought 1,342 Caterpillar shares in Q2 2026, an estimated $1.18M.
  • Caterpillar made up 0.02% of Marex Group's portfolio in Q2 2026, its #298 holding.
  • Marex Group first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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