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MFS Investment Management position in CAT
CATERPILLAR INC · Industrials
Latest position (Q2 2026)1.75M sh
Reported value held$1.88B
Portfolio Weight0.60%
First reportedQ2 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q2 2021 | 117.88K | $25.65M | New |
| Q3 2021 | 84.41K | $16.20M | Reduce |
| Q1 2023 | 676.45K | $154.80M | New |
| Q2 2023 | 327.13K | $80.49M | Reduce |
| Q3 2023 | 536.08K | $146.35M | Add |
| Q2 2025 | 93.78K | $36.41M | New |
| Q3 2025 | 1.83M | $873.38M | Add |
| Q4 2025 | 1.84M | $1.05B | Hold |
| Q1 2026 | 1.58M | $1.13B | Reduce |
| Q2 2026 | 1.75M | $1.88B | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding CAT
- BlackRock Inc 37.99M sh · $40.46B · Q2 2026
- Vanguard Group 46.39M sh · $26.57B · Q4 2025
- Geode Capital Management 11.18M sh · $11.92B · Q2 2026
- Morgan Stanley 7.50M sh · $7.99B · Q2 2026
- Gates Foundation Trust 6.35M sh · $6.77B · Q2 2026
- Fidelity Management & Research (FMR) 5.78M sh · $6.16B · Q2 2026
- Northern Trust Corp 5.66M sh · $6.03B · Q2 2026
- Bank of America Corp 5.46M sh · $5.82B · Q2 2026
- Charles Schwab Investment Management 3.32M sh · $3.53B · Q2 2026
- Invesco Ltd 3.28M sh · $3.50B · Q2 2026
- Capital World Investors 3.06M sh · $3.26B · Q2 2026
- BNY Mellon 3.00M sh · $3.19B · Q2 2026