Schroder Investment Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $351M | Buy |
494,926
+7,306
| +1% | +$5.06M | 0.29% | 75 |
|
|
2025
Q4 | $279M | Sell |
487,620
-63,880
| -12% | -$35.5M | 0.21% | 92 |
|
|
2025
Q3 | $260M | Sell |
551,500
-31,985
| -5% | -$13.7M | 0.2% | 98 |
|
|
2025
Q2 | $227M | Sell |
583,485
-39,355
| -6% | -$13.1M | 0.19% | 108 |
|
|
2025
Q1 | $205M | Sell |
622,840
-79,026
| -11% | -$28.1M | 0.21% | 107 |
|
|
2024
Q4 | $255M | Buy |
701,866
+74,519
| +12% | +$28.9M | 0.24% | 82 |
|
|
2024
Q3 | $245M | Sell |
627,347
-38,917
| -6% | -$13.4M | 0.25% | 84 |
|
|
2024
Q2 | $222M | Buy |
666,264
+297,893
| +81% | +$103M | 0.24% | 86 |
|
|
2024
Q1 | $135M | Buy |
368,371
+15,559
| +4% | +$4.97M | 0.16% | 124 |
|
|
2023
Q4 | $104M | Sell |
352,812
-33,168
| -9% | -$8.6M | 0.14% | 143 |
|
|
2023
Q3 | $105M | Sell |
385,980
-252,673
| -40% | -$68.5M | 0.16% | 130 |
|
|
2023
Q2 | $157M | Buy |
638,653
+39,333
| +7% | +$8.77M | 0.23% | 85 |
|
|
2023
Q1 | $137M | Buy |
599,320
+17,207
| +3% | +$4.16M | 0.2% | 98 |
|
|
2022
Q4 | $139M | Buy |
582,113
+151,733
| +35% | +$33M | 0.22% | 99 |
|
|
2022
Q3 | $70.6M | Sell |
430,380
-193,199
| -31% | -$35.3M | 0.12% | 173 |
|
|
2022
Q2 | $111M | Buy |
623,579
+37,428
| +6% | +$7.89M | 0.17% | 131 |
|
|
2022
Q1 | $131M | Buy |
586,151
+514,683
| +720% | +$108M | 0.17% | 126 |
|
|
2021
Q4 | $14.8M | Buy |
71,468
+9,350
| +15% | +$1.88M | 0.02% | 538 |
|
|
2021
Q3 | $11.9M | Sell |
62,118
-28,912
| -32% | -$6.02M | 0.02% | 598 |
|
|
2021
Q2 | $19.8M | Sell |
91,030
-20,322
| -18% | -$4.69M | 0.02% | 525 |
|
|
2021
Q1 | $25.8M | Buy |
111,352
+6,074
| +6% | +$1.26M | 0.03% | 442 |
|
|
2020
Q4 | $19.2M | Sell |
105,278
-222,925
| -68% | -$37.8M | 0.03% | 492 |
|
|
2020
Q3 | $49.2M | Sell |
328,203
-3,689
| -1% | -$518K | 0.08% | 239 |
|
|
2020
Q2 | $42M | Buy |
331,892
+39,628
| +14% | +$4.7M | 0.08% | 260 |
|
|
2020
Q1 | $35.2M | Buy |
292,264
+2,617
| +0.9% | +$334K | 0.08% | 272 |
|
|
2019
Q4 | $42.8M | Sell |
289,647
-55,516
| -16% | -$7.75M | 0.07% | 306 |
|
|
2019
Q3 | $43.7M | Sell |
345,163
-590,398
| -63% | -$75M | 0.08% | 285 |
|
|
2019
Q2 | $128M | Sell |
935,561
-781,216
| -46% | -$103M | 0.23% | 95 |
|
|
2019
Q1 | $233M | Buy |
1,716,777
+217,263
| +14% | +$28.9M | 0.41% | 53 |
|
|
2018
Q4 | $191K | Sell |
1,499,514
-105,926
| -7% | -$13.8M | 0.34% | 55 |
|
|
2018
Q3 | $245M | Buy |
1,605,440
+238,948
| +17% | +$33.8M | 0.42% | 53 |
|
|
2018
Q2 | $186M | Buy |
1,366,492
+160,650
| +13% | +$24M | 0.33% | 69 |
|
|
2018
Q1 | $178M | Buy |
1,205,842
+435,362
| +57% | +$68.7M | 0.31% | 79 |
|
|
2017
Q4 | $121M | Buy |
770,480
+54,661
| +8% | +$7.58M | 0.2% | 122 |
|
|
2017
Q3 | $89.6M | Sell |
715,819
-84,516
| -11% | -$9.73M | 0.16% | 170 |
|
|
2017
Q2 | $84.5M | Sell |
800,335
-68,914
| -8% | -$7M | 0.15% | 170 |
|
|
2017
Q1 | $81M | Sell |
869,249
-51,143
| -6% | -$4.84M | 0.15% | 187 |
|
|
2016
Q4 | $85.4M | Sell |
920,392
-97,528
| -10% | -$8.84M | 0.16% | 160 |
|
|
2016
Q3 | $90.4M | Buy |
1,017,920
+262,765
| +35% | +$21.5M | 0.17% | 151 |
|
|
2016
Q2 | $57.2M | Buy |
755,155
+73,388
| +11% | +$5.5M | 0.12% | 220 |
|
|
2016
Q1 | $52.2M | Buy |
681,767
+357,706
| +110% | +$24M | 0.11% | 238 |
|
|
2015
Q4 | $22M | Buy |
324,061
+88,459
| +38% | +$6.18M | 0.05% | 439 |
|
|
2015
Q3 | $15.4M | Buy |
235,602
+132,559
| +129% | +$10.1M | 0.03% | 515 |
|
|
2015
Q2 | $8.79M | Buy |
103,043
+14,563
| +16% | +$1.25M | 0.02% | 663 |
|
|
2015
Q1 | $7.05M | Sell |
88,480
-58,911
| -40% | -$4.9M | 0.01% | 711 |
|
|
2014
Q4 | $13.5M | Buy |
147,391
+83,218
| +130% | +$8.1M | 0.03% | 572 |
|
|
2014
Q3 | $6.36M | Sell |
64,173
-99,828
| -61% | -$10.6M | 0.01% | 753 |
|
|
2014
Q2 | $17.8M | Buy |
164,001
+65,642
| +67% | +$6.89M | 0.02% | 517 |
|
|
2014
Q1 | $9.77M | Sell |
98,359
-196,055
| -67% | -$18.5M | 0.01% | 632 |
|
|
2013
Q4 | $26.7M | Sell |
294,414
-266,594
| -48% | -$22.8M | 0.03% | 409 |
|
|
2013
Q3 | $46.8M | Sell |
561,008
-771,906
| -58% | -$65.3M | 0.11% | 220 |
|
|
2013
Q2 | $110M | Buy |
+1,332,914
| New | +$113M | 0.29% | 90 |
|
Other funds holding CAT
VCM
VPM
Schroder Investment Management Group's CAT Position: Q1 2026 in Review
Schroder Investment Management Group increased its Caterpillar (CAT) stake by 1.5% in Q1 2026, buying an estimated $5.06M and bringing the position to 494,926 shares worth $351M. The position accounts for 0.29% of the portfolio, ranked #75.
Schroder Investment Management Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Schroder Investment Management Group held 494,926 shares of Caterpillar worth $351M as of Q1 2026.
- Schroder Investment Management Group bought 7,306 Caterpillar shares in Q1 2026, an estimated $5.06M.
- Caterpillar made up 0.29% of Schroder Investment Management Group's portfolio in Q1 2026, its #75 holding.
- Schroder Investment Management Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.