SG
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StoneX Group’s Caterpillar CAT Stock Holding History

StoneX 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 		$10.4M Sell
14,669
-9,596
-40% -$6.65M 0.56% 27
2025
Q4 		$13.9M Buy
24,265
+71
+0.3% +$39.5K 0.6% 30
2025
Q3 		$11.5M Sell
24,194
-765
-3% -$327K 0.5% 31
2025
Q2 		$9.69M Buy
24,959
+1,046
+4% +$349K 0.47% 32
2025
Q1 		$7.89M Buy
23,913
+627
+3% +$223K 0.43% 41
2024
Q4 		$8.45M Buy
+23,286
New +$9.03M 0.46% 33
2023
Q1 		– Sell
-6,248
Closed -$1.5M – 479
2022
Q4 		$1.5M Buy
+6,248
New +$1.36M 0.22% 73
2022
Q2 		– Sell
-6,299
Closed -$1.4M – 554
2022
Q1 		$1.4M Buy
6,299
+1,352
+27% +$284K 0.13% 132
2021
Q4 		$1.02M Buy
4,947
+1,949
+65% +$392K 0.12% 167
2021
Q3 		$576K Sell
2,998
-12,547
-81% -$2.61M 0.08% 234
2021
Q2 		$3.38M Buy
15,545
+12,401
+394% +$2.86M 0.5% 38
2021
Q1 		$729K Buy
3,144
+125
+4% +$25.9K 0.13% 164
2020
Q4 		$550K Buy
3,019
+1,098
+57% +$186K 0.12% 171
2020
Q3 		$287K Buy
1,921
+306
+19% +$43K 0.09% 237
2020
Q2 		$204K Sell
1,615
-426
-21% -$50.5K 0.08% 274
2020
Q1 		$237K Sell
2,041
-501
-20% -$64K 0.13% 209
2019
Q4 		$375K Buy
2,542
+108
+4% +$15.1K 0.15% 188
2019
Q3 		$307K Buy
2,434
+556
+30% +$70.6K 0.19% 170
2019
Q2 		$256K Buy
1,878
+170
+10% +$22.5K 0.16% 193
2019
Q1 		$231K Sell
1,708
-151
-8% -$20.1K 0.18% 202
2018
Q4 		$236K Sell
1,859
-40
-2% -$5.2K 0.23% 169
2018
Q3 		$290K Buy
+1,899
New +$269K 0.22% 169
2017
Q3 		– Sell
-3,217
Closed -$346K – 200
2017
Q2 		$346K Buy
+3,217
New +$327K 0.11% 249

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

StoneX Group's CAT Position: Q1 2026 in Review

StoneX Group reduced its Caterpillar (CAT) stake by 40% in Q1 2026, selling an estimated $6.65M and leaving 14,669 shares worth $10.4M. The position accounts for 0.56% of the portfolio, ranked #27.

StoneX Group first reported a position in CAT in Q2 2017 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • StoneX Group held 14,669 shares of Caterpillar worth $10.4M as of Q1 2026.
  • StoneX Group sold 9,596 Caterpillar shares in Q1 2026, an estimated $6.65M.
  • Caterpillar made up 0.56% of StoneX Group's portfolio in Q1 2026, its #27 holding.
  • StoneX Group first reported a position in Caterpillar in Q2 2017 and has held it in 23 quarters since.
  • StoneX Group's Caterpillar position peaked at $13.9M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.