MIG
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Mariner Investment Group’s Caterpillar CAT Stock Holding History

Mariner Investment 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 		$790K Buy
15,500
+10,500
+210% +$9.22M 0.17% 54
2026
Q1 		$48.1K Sell
5,000
-35,000
-88% -$24.2M 0.01% 90
2025
Q4 		$210K Buy
+40,000
New +$22.2M 0.01% 77
2014
Q1 		– Sell
-230,200
Closed -$1.16M – 230
2013
Q4 		$1.16M Buy
230,200
+104,200
+83% +$8.9M 0.17% 103
2013
Q3 		$227K Buy
126,000
+82,500
+190% +$6.98M 0.06% 139
2013
Q2 		$78K Buy
+43,500
New +$3.7M 0.03% 154

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

Mariner Investment Group's CAT Position: Q2 2026 in Review

Mariner Investment Group sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 3,800 shares — an estimated $3.34M sold.

Mariner Investment Group first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $2.69M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mariner Investment Group reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Mariner Investment Group sold 3,800 Caterpillar shares in Q2 2026, an estimated $3.34M.
  • Mariner Investment Group first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Mariner Investment Group's Caterpillar position peaked at $2.69M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mariner Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.