Marshall Wace
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Marshall Wace’s Caterpillar CAT Stock Holding History

Marshall Wace’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 		$51M Buy
47,900
+33,400
+230% +$29.3M 0.04% 370
2026
Q1 		$10.3M Buy
14,500
+14,400
+14,400% +$9.97M 0.01% 970
2025
Q4 		$57.3K Buy
+100
New +$55.6K ﹤0.01% 2767
2024
Q4 		– Sell
-400
Closed -$156K – 2605
2024
Q3 		$156K Sell
400
-100
-20% -$34.5K ﹤0.01% 2326
2024
Q2 		$167K Buy
+500
New +$173K ﹤0.01% 2329
2023
Q2 		– Sell
-1,300
Closed -$297K – 2502
2023
Q1 		$297K Sell
1,300
-900
-41% -$218K ﹤0.01% 2302
2022
Q4 		$527K Buy
+2,200
New +$479K ﹤0.01% 2349
2021
Q2 		– Sell
-400
Closed -$93K – 2686
2021
Q1 		$93K Buy
+400
New +$82.8K ﹤0.01% 2361

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

Marshall Wace's CAT Position: Q2 2026 in Review

Marshall Wace increased its Caterpillar (CAT) stake by 81% in Q2 2026, buying an estimated $20.4M and bringing the position to 51,689 shares worth $55M. The position accounts for 0.04% of the portfolio, ranked #343.

Marshall Wace first reported a position in CAT in Q1 2014 and has held it in 32 quarters since. The position peaked at $296M in Q2 2025. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Marshall Wace held 51,689 shares of Caterpillar worth $55M as of Q2 2026.
  • Marshall Wace bought 23,190 Caterpillar shares in Q2 2026, an estimated $20.4M.
  • Caterpillar made up 0.04% of Marshall Wace's portfolio in Q2 2026, its #343 holding.
  • Marshall Wace first reported a position in Caterpillar in Q1 2014 and has held it in 32 quarters since.
  • Marshall Wace's Caterpillar position peaked at $296M in Q2 2025.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.