StoneX 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
Q2 | $14.4M | Sell |
13,499
-1,170
| -8% | -$1.03M | 0.58% | 27 |
|
|
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
+9,701
| +71% | +$3.76M | 0.46% | 33 |
|
|
2024
Q3 | $5.31M | Sell |
13,585
-717
| -5% | -$248K | 0.39% | 47 |
|
|
2024
Q2 | $4.76M | Buy |
14,302
+1,549
| +12% | +$537K | 0.38% | 49 |
|
|
2024
Q1 | $4.67M | Buy |
12,753
+279
| +2% | +$89.2K | 0.42% | 46 |
|
|
2023
Q4 | $3.68M | Buy |
12,474
+1,845
| +17% | +$479K | 0.37% | 54 |
|
|
2023
Q3 | $2.9M | Sell |
10,629
-495
| -4% | -$134K | 0.31% | 66 |
|
|
2023
Q2 | $2.74M | Buy |
11,124
+629
| +6% | +$140K | 0.28% | 71 |
|
|
2023
Q1 | $2.4M | Buy |
10,495
+4,247
| +68% | +$1.03M | 0.26% | 78 |
|
|
2022
Q4 | $1.5M | Sell |
6,248
-84
| -1% | -$18.3K | 0.18% | 111 |
|
|
2022
Q3 | $1.04M | Buy |
6,332
+615
| +11% | +$112K | 0.14% | 144 |
|
|
2022
Q2 | $1.02M | Sell |
5,717
-582
| -9% | -$123K | 0.13% | 161 |
|
|
2022
Q1 | $1.4M | Buy |
6,299
+1,352
| +27% | +$284K | 0.11% | 158 |
|
|
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
StoneX Group's CAT Position: Q2 2026 in Review
StoneX Group reduced its Caterpillar (CAT) stake by 8% in Q2 2026, selling an estimated $1.03M and leaving 13,499 shares worth $14.4M. The position accounts for 0.58% of the portfolio, ranked #27.
StoneX Group first reported a position in CAT in Q2 2017 and has held it in 33 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- StoneX Group held 13,499 shares of Caterpillar worth $14.4M as of Q2 2026.
- StoneX Group sold 1,170 Caterpillar shares in Q2 2026, an estimated $1.03M.
- Caterpillar made up 0.58% of StoneX Group's portfolio in Q2 2026, its #27 holding.
- StoneX Group first reported a position in Caterpillar in Q2 2017 and has held it in 33 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.