Mather Group
CAT icon

Mather Group’s Caterpillar CAT Stock Holding History

Mather 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
Q3 		$16.9M Buy
20,810
+1,836
+10% +$1.56M 0.14% 74
2026
Q2 		$20.2M Buy
18,974
+820
+5% +$720K 0.18% 63
2026
Q1 		$12.9M Sell
18,154
-447
-2% -$310K 0.13% 76
2025
Q4 		$10.7M Sell
18,601
-589
-3% -$327K 0.11% 83
2025
Q3 		$9.16M Sell
19,190
-260
-1% -$111K 0.09% 88
2025
Q2 		$7.55M Buy
19,450
+6,976
+56% +$2.33M 0.08% 93
2025
Q1 		$4.11M Buy
12,474
+518
+4% +$185K 0.05% 126
2024
Q4 		$4.34M Sell
11,956
-212
-2% -$82.2K 0.06% 123
2024
Q3 		$4.76M Sell
12,168
-12,824
-51% -$4.43M 0.06% 112
2024
Q2 		$9.16M Buy
24,992
+17,756
+245% +$6.16M 0.11% 87
2024
Q1 		$2.14M Sell
7,236
-2,052
-22% -$656K 0.03% 156
2023
Q4 		$2.75M Buy
9,288
+1,120
+14% +$291K 0.04% 139
2023
Q3 		$2.23M Sell
8,168
-473
-5% -$128K 0.04% 147
2023
Q2 		$2.13M Buy
8,641
+5,520
+177% +$1.23M 0.03% 161
2023
Q1 		$714K Buy
3,121
+405
+15% +$97.9K 0.01% 267
2022
Q4 		$651K Sell
2,716
-129
-5% -$28.1K 0.01% 275
2022
Q3 		$467K Buy
2,845
+202
+8% +$36.9K 0.01% 293
2022
Q2 		$472K Buy
2,643
+51
+2% +$10.7K 0.01% 254
2022
Q1 		$577K Buy
2,592
+165
+7% +$34.6K 0.01% 240
2021
Q4 		$502K Buy
2,427
+134
+6% +$27K 0.01% 223
2021
Q3 		$440K Sell
2,293
-43
-2% -$8.96K 0.01% 182
2021
Q2 		$508K Buy
2,336
+42
+2% +$9.7K 0.01% 162
2021
Q1 		$532K Buy
2,294
+323
+16% +$66.9K 0.02% 146
2020
Q4 		$359K Buy
+1,971
New +$334K 0.01% 166

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Mather Group's CAT Position: Q3 2026 in Review

Mather Group increased its Caterpillar (CAT) stake by 9.7% in Q3 2026, buying an estimated $1.56M and bringing the position to 20,810 shares worth $16.9M. The position accounts for 0.14% of the portfolio, ranked #74.

Mather Group first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $20.2M in Q2 2026. 820 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Mather Group held 20,810 shares of Caterpillar worth $16.9M as of Q3 2026.
  • Mather Group bought 1,836 Caterpillar shares in Q3 2026, an estimated $1.56M.
  • Caterpillar made up 0.14% of Mather Group's portfolio in Q3 2026, its #74 holding.
  • Mather Group first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Mather Group's Caterpillar position peaked at $20.2M in Q2 2026.
  • 820 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.