Mercer Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202M | Buy |
189,337
+32,591
| +21% | +$28.6M | 0.25% | 57 |
|
|
2026
Q1 | $111M | Buy |
156,746
+211
| +0.1% | +$146K | 0.16% | 79 |
|
|
2025
Q4 | $92.1M | Buy |
156,535
+16,299
| +12% | +$9.06M | 0.14% | 95 |
|
|
2025
Q3 | $66.9M | Buy |
140,236
+38,667
| +38% | +$16.5M | 0.11% | 107 |
|
|
2025
Q2 | $39.4M | Sell |
101,569
-11,257
| -10% | -$3.75M | 0.08% | 135 |
|
|
2025
Q1 | $37.2M | Sell |
112,826
-524
| -0.5% | -$187K | 0.09% | 136 |
|
|
2024
Q4 | $41.1M | Sell |
113,350
-27,609
| -20% | -$10.7M | 0.1% | 120 |
|
|
2024
Q3 | $55.3M | Buy |
140,959
+7,946
| +6% | +$2.74M | 0.13% | 94 |
|
|
2024
Q2 | $43.2M | Buy |
133,013
+33,505
| +34% | +$11.6M | 0.12% | 107 |
|
|
2024
Q1 | $36.5M | Buy |
99,508
+10,223
| +11% | +$3.27M | 0.1% | 131 |
|
|
2023
Q4 | $26.4M | Buy |
89,285
+2,386
| +3% | +$619K | 0.08% | 160 |
|
|
2023
Q3 | $23.7M | Sell |
86,899
-1,166
| -1% | -$316K | 0.09% | 140 |
|
|
2023
Q2 | $21.7M | Sell |
88,065
-600
| -0.7% | -$134K | 0.09% | 161 |
|
|
2023
Q1 | $20.3M | Buy |
88,665
+7,684
| +9% | +$1.86M | 0.09% | 161 |
|
|
2022
Q4 | $19.4M | Buy |
80,981
+1,829
| +2% | +$398K | 0.1% | 163 |
|
|
2022
Q3 | $13M | Buy |
79,152
+11,259
| +17% | +$2.06M | 0.08% | 192 |
|
|
2022
Q2 | $12.1M | Buy |
67,893
+7,083
| +12% | +$1.49M | 0.07% | 192 |
|
|
2022
Q1 | $13.6M | Sell |
60,810
-4,988
| -8% | -$1.05M | 0.08% | 181 |
|
|
2021
Q4 | $13.6M | Sell |
65,798
-9,439
| -13% | -$1.9M | 0.08% | 174 |
|
|
2021
Q3 | $14.4M | Buy |
75,237
+4,708
| +7% | +$980K | 0.1% | 166 |
|
|
2021
Q2 | $15.3M | Buy |
70,529
+5,395
| +8% | +$1.25M | 0.12% | 137 |
|
|
2021
Q1 | $15.1M | Buy |
65,134
+3,889
| +6% | +$805K | 0.14% | 119 |
|
|
2020
Q4 | $11.1M | Buy |
61,245
+4,924
| +9% | +$835K | 0.14% | 111 |
|
|
2020
Q3 | $8.4M | Buy |
56,321
+1,480
| +3% | +$208K | 0.13% | 124 |
|
|
2020
Q2 | $6.94M | Buy |
54,841
+7,251
| +15% | +$860K | 0.13% | 119 |
|
|
2020
Q1 | $5.52M | Buy |
47,590
+17,798
| +60% | +$2.27M | 0.12% | 149 |
|
|
2019
Q4 | $4.4M | Buy |
29,792
+2,825
| +10% | +$394K | 0.09% | 194 |
|
|
2019
Q3 | $3.41M | Buy |
26,967
+2,603
| +11% | +$331K | 0.08% | 203 |
|
|
2019
Q2 | $3.32M | Buy |
24,364
+1,204
| +5% | +$159K | 0.09% | 190 |
|
|
2019
Q1 | $3.14M | Buy |
+23,160
| New | +$3.08M | 0.11% | 156 |
|
Other funds holding CAT
Mercer Global Advisors's CAT Position: Q2 2026 in Review
Mercer Global Advisors increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $28.6M and bringing the position to 189,337 shares worth $202M. The position accounts for 0.25% of the portfolio, ranked #57.
Mercer Global Advisors first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Mercer Global Advisors held 189,337 shares of Caterpillar worth $202M as of Q2 2026.
- Mercer Global Advisors bought 32,591 Caterpillar shares in Q2 2026, an estimated $28.6M.
- Caterpillar made up 0.25% of Mercer Global Advisors's portfolio in Q2 2026, its #57 holding.
- Mercer Global Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.