Marshall Wace
CAT icon

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
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 $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

Marshall Wace's CAT Position: Q1 2026 in Review

Marshall Wace reduced its Caterpillar (CAT) stake by 22% in Q1 2026, selling an estimated $5.58M and leaving 28,499 shares worth $20.2M. The position accounts for 0.02% of the portfolio, ranked #701.

Marshall Wace first reported a position in CAT in Q1 2014 and has held it in 31 quarters since. The position peaked at $296M in Q2 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Marshall Wace held 28,499 shares of Caterpillar worth $20.2M as of Q1 2026.
  • Marshall Wace sold 8,053 Caterpillar shares in Q1 2026, an estimated $5.58M.
  • Caterpillar made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #701 holding.
  • Marshall Wace first reported a position in Caterpillar in Q1 2014 and has held it in 31 quarters since.
  • Marshall Wace's Caterpillar position peaked at $296M in Q2 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.