QP
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Quilter Plc’s Caterpillar CAT Stock Holding History

Quilter Plc’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 		$34.8M Sell
32,701
-1,381
-4% -$1.21M 0.52% 38
2026
Q1 		$24.1M Sell
34,082
-4,276
-11% -$2.96M 0.42% 41
2025
Q4 		$22M Sell
38,358
-327
-0.8% -$182K 0.37% 43
2025
Q3 		$18.5M Sell
38,685
-468
-1% -$200K 0.32% 45
2025
Q2 		$15.2M Sell
39,153
-1,016
-3% -$339K 0.28% 49
2025
Q1 		$13.2M Sell
40,169
-160
-0.4% -$57K 0.28% 51
2024
Q4 		$14.6M Sell
40,329
-1,363
-3% -$529K 0.29% 53
2024
Q3 		$16.3M Sell
41,692
-1,662
-4% -$574K 0.33% 54
2024
Q2 		$14.4M Sell
43,354
-297
-0.7% -$103K 0.32% 53
2024
Q1 		$16M Sell
43,651
-375
-0.9% -$120K 0.38% 53
2023
Q4 		$13.1M Sell
44,026
-500
-1% -$130K 0.44% 47
2023
Q3 		$44.4M Sell
44,526
-935
-2% -$254K 0.18% 66
2023
Q2 		$45.1M Sell
45,461
-1,198
-3% -$267K 0.18% 65
2023
Q1 		$46.3M Buy
46,659
+643
+1% +$155K 0.18% 64
2022
Q4 		$11M Sell
46,016
-540
-1% -$118K 0.36% 51
2022
Q3 		$7.64M Sell
46,556
-400
-0.9% -$73.1K 0.27% 51
2022
Q2 		$8.39M Buy
46,956
+115
+0.2% +$24.2K 0.28% 53
2022
Q1 		$10.4M Sell
46,841
-710
-1% -$149K 0.28% 52
2021
Q4 		$9.84M Sell
47,551
-13,022
-21% -$2.62M 0.26% 54
2021
Q3 		$11.6M Buy
60,573
+195
+0.3% +$40.6K 0.32% 49
2021
Q2 		$13.1M Buy
60,378
+3,821
+7% +$882K 0.38% 47
2021
Q1 		$13.1M Buy
56,557
+2,214
+4% +$458K 0.41% 41
2020
Q4 		$9.89M Buy
54,343
+240
+0.4% +$40.7K 0.34% 49
2020
Q3 		$8.07M Sell
54,103
-1,968
-4% -$276K 0.32% 49
2020
Q2 		$7.09M Sell
56,071
-2,836
-5% -$336K 0.35% 51
2020
Q1 		$6.83M Sell
58,907
-2,895
-5% -$370K 0.45% 45
2019
Q4 		$9.13M Buy
+61,802
New +$8.62M 0.54% 45

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

Quilter Plc's CAT Position: Q2 2026 in Review

Quilter Plc reduced its Caterpillar (CAT) stake by 4.1% in Q2 2026, selling an estimated $1.21M and leaving 32,701 shares worth $34.8M. The position accounts for 0.52% of the portfolio, ranked #38.

Quilter Plc first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $46.3M in Q1 2023. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quilter Plc held 32,701 shares of Caterpillar worth $34.8M as of Q2 2026.
  • Quilter Plc sold 1,381 Caterpillar shares in Q2 2026, an estimated $1.21M.
  • Caterpillar made up 0.52% of Quilter Plc's portfolio in Q2 2026, its #38 holding.
  • Quilter Plc first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Caterpillar position peaked at $46.3M in Q1 2023.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.