SG Americas Securities
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SG Americas Securities’s Caterpillar CAT Stock Holding History

SG Americas Securities’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 		$216M Sell
305,431
-127,580
-29% -$88.4M 0.23% 67
2025
Q4 		$248M Sell
433,011
-69,516
-14% -$38.6M 0.32% 41
2025
Q3 		$240M Buy
502,527
+11,574
+2% +$4.94M 0.81% 16
2025
Q2 		$191M Buy
490,953
+286,752
+140% +$95.6M 0.79% 15
2025
Q1 		$67.3M Buy
204,201
+9,535
+5% +$3.4M 0.22% 54
2024
Q4 		$70.6M Sell
194,666
-110,142
-36% -$42.7M 0.29% 39
2024
Q3 		$119M Buy
304,808
+77,556
+34% +$26.8M 0.43% 22
2024
Q2 		$75.7M Sell
227,252
-94,548
-29% -$32.8M 0.44% 37
2024
Q1 		$118M Sell
321,800
-29,264
-8% -$9.35M 0.57% 27
2023
Q4 		$104M Buy
351,064
+158,604
+82% +$41.1M 0.97% 16
2023
Q3 		$52.5M Buy
192,460
+162,552
+544% +$44.1M 0.6% 18
2023
Q2 		$7.36M Buy
29,908
+24,207
+425% +$5.4M 0.06% 249
2023
Q1 		$1.3M Buy
5,701
+4,100
+256% +$991K 0.02% 955
2022
Q4 		$384K Sell
1,601
-32,631
-95% -$7.1M ﹤0.01% 1740
2022
Q3 		$5.62M Sell
34,232
-25,666
-43% -$4.69M 0.07% 239
2022
Q2 		$10.7M Buy
59,898
+14,754
+33% +$3.11M 0.11% 148
2022
Q1 		$10.1M Sell
45,144
-5,442
-11% -$1.14M 0.07% 215
2021
Q4 		$10.5M Buy
50,586
+21,549
+74% +$4.34M 0.06% 258
2021
Q3 		$5.57M Sell
29,037
-126,325
-81% -$26.3M 0.03% 491
2021
Q2 		$33.8M Buy
155,362
+133,295
+604% +$30.8M 0.16% 113
2021
Q1 		$5.12M Sell
22,067
-2,491
-10% -$516K 0.03% 507
2020
Q4 		$4.47M Sell
24,558
-40,652
-62% -$6.89M 0.02% 568
2020
Q3 		$9.73M Buy
65,210
+62,090
+1,990% +$8.72M 0.06% 198
2020
Q2 		$395K Sell
3,120
-16,162
-84% -$1.92M ﹤0.01% 2300
2020
Q1 		$2.24M Buy
19,282
+10,976
+132% +$1.4M 0.02% 740
2019
Q4 		$1.23M Sell
8,306
-213,034
-96% -$29.7M 0.01% 1125
2019
Q3 		$28M Sell
221,340
-243,378
-52% -$30.9M 0.23% 73
2019
Q2 		$63.3M Buy
464,718
+393,668
+554% +$52M 0.44% 38
2019
Q1 		$9.63M Buy
71,050
+65,666
+1,220% +$8.72M 0.09% 232
2018
Q4 		$684K Sell
5,384
-117,047
-96% -$15.2M 0.01% 1636
2018
Q3 		$18.7M Buy
122,431
+67,107
+121% +$9.49M 0.14% 141
2018
Q2 		$7.51M Sell
55,324
-166,219
-75% -$24.8M 0.07% 300
2018
Q1 		$32.7M Buy
221,543
+168,635
+319% +$26.6M 0.26% 69
2017
Q4 		$8.34M Sell
52,908
-5,222
-9% -$724K 0.08% 222
2017
Q3 		$7.25M Buy
58,130
+2,767
+5% +$319K 0.06% 228
2017
Q2 		$5.95M Sell
55,363
-337,760
-86% -$34.3M 0.05% 340
2017
Q1 		$36.5M Sell
393,123
-574,477
-59% -$54.4M 0.32% 66
2016
Q4 		$89.7M Buy
967,600
+786,702
+435% +$71.3M 0.75% 19
2016
Q3 		$16.1M Sell
180,898
-78,694
-30% -$6.44M 0.17% 120
2016
Q2 		$19.7M Sell
259,592
-34,415
-12% -$2.58M 0.14% 116
2016
Q1 		$22.5M Buy
294,007
+56,622
+24% +$3.8M 0.16% 97
2015
Q4 		$16.1M Sell
237,385
-1,349,064
-85% -$94.3M 0.11% 145
2015
Q3 		$14.7M Buy
1,586,449
+1,344,515
+556% +$103M 0.09% 181
2015
Q2 		$20.5M Sell
241,934
-1,037,549
-81% -$89.2M 0.14% 108
2015
Q1 		$102M Buy
1,279,483
+560,983
+78% +$46.6M 0.61% 24
2014
Q4 		$65.8M Buy
718,500
+155,619
+28% +$15.1M 0.32% 64
2014
Q3 		$55.7M Buy
562,881
+143,239
+34% +$15.2M 0.33% 60
2014
Q2 		$45.6M Sell
419,642
-212,782
-34% -$22.3M 0.26% 78
2014
Q1 		$62.8M Sell
632,424
-276,333
-30% -$26.1M 0.27% 83
2013
Q4 		$82.5M Sell
908,757
-893,673
-50% -$76.3M 0.34% 57
2013
Q3 		$150M Buy
1,802,430
+1,285,958
+249% +$109M 0.62% 25
2013
Q2 		$42.6M Buy
+516,472
New +$43.9M 0.21% 97

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

SG Americas Securities's CAT Position: Q1 2026 in Review

SG Americas Securities reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $88.4M and leaving 305,431 shares worth $216M. The position accounts for 0.23% of the portfolio, ranked #67.

SG Americas Securities first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $248M in Q4 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SG Americas Securities held 305,431 shares of Caterpillar worth $216M as of Q1 2026.
  • SG Americas Securities sold 127,580 Caterpillar shares in Q1 2026, an estimated $88.4M.
  • Caterpillar made up 0.23% of SG Americas Securities's portfolio in Q1 2026, its #67 holding.
  • SG Americas Securities first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • SG Americas Securities's Caterpillar position peaked at $248M in Q4 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.