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Livermore
Livermore
ZHEN

Schroder Investment Management Group

SEC CIK
0001086619
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Schroder Investment Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
454,925
Value
$484.4M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CAT by Schroder Investment Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026454,925$484.4M0.3%−40,001−8.1%ReducedHolders
Q1 2026494,926$350.6M0.3%+7,306+1.5%AddedHolders
Q4 2025487,620$279.3M0.2%−63,880−11.6%ReducedHolders
Q3 2025551,500$260.1M0.2%−31,985−5.5%ReducedHolders
Q2 2025583,485$226.5M0.2%−39,355−6.3%ReducedHolders
Q1 2025622,840$205.3M0.2%−79,026−11.3%ReducedHolders
Q4 2024701,866$254.8M0.2%+74,519+11.9%AddedHolders
Q3 2024627,347$245.3M0.3%−38,917−5.8%ReducedHolders
Q2 2024666,264$221.9M0.2%+297,893+80.9%AddedHolders
Q1 2024368,371$135.0M0.2%+15,559+4.4%AddedHolders
Q4 2023352,812$104.3M0.1%−33,168−8.6%ReducedHolders
Q3 2023385,980$105.4M0.2%−252,673−39.6%ReducedHolders
Q2 2023638,653$157.1M0.2%+39,333+6.6%AddedHolders
Q1 2023599,320$137.1M0.2%+17,207+3.0%AddedHolders
Q4 2022582,113$139.5M0.2%+151,733+35.3%AddedHolders
Q3 2022430,380$70.6M0.1%−193,199−31.0%ReducedHolders
Q2 2022623,579$111.5M0.2%+37,428+6.4%AddedHolders
Q1 2022586,151$130.8M0.2%+514,683+720.2%AddedHolders
Q4 202171,468$14.8M<0.1%+9,350+15.1%AddedHolders
Q3 202162,118$11.9M<0.1%−28,912−31.8%ReducedHolders
Q2 202191,030$19.8M<0.1%−20,322−18.3%ReducedHolders
Q1 2021111,352$25.8M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.