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 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 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

Mariner Investment Group's CAT Position: Q1 2026 in Review

Mariner Investment Group opened a new position in Caterpillar (CAT) in Q1 2026: 3,800 shares worth $2.69M. The stake represents 0.78% of the portfolio and ranks #18 among its holdings.

3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Mariner Investment Group held 3,800 shares of Caterpillar worth $2.69M as of Q1 2026.
Caterpillar was a new Mariner Investment Group position in Q1 2026.
Caterpillar made up 0.78% of Mariner Investment Group's portfolio in Q1 2026, its #18 holding.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mariner Investment Group's 13F filing for Q1 2026, filed 5 May 2026.