MG
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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
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

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

Mather Group's CAT Position: Q1 2026 in Review

Mather Group reduced its Caterpillar (CAT) stake by 2.4% in Q1 2026, selling an estimated $310K and leaving 18,154 shares worth $12.9M. The position accounts for 0.13% of the portfolio, ranked #76.

Mather Group first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mather Group held 18,154 shares of Caterpillar worth $12.9M as of Q1 2026.
  • Mather Group sold 447 Caterpillar shares in Q1 2026, an estimated $310K.
  • Caterpillar made up 0.13% of Mather Group's portfolio in Q1 2026, its #76 holding.
  • Mather Group first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.