Manning & Napier Group's CAT Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 34,596 shares of Caterpillar Inc. (CAT) worth $19.98 M, representing 0.26% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in CAT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 84,830 shares. Largest reduction occurred in Q2 2014, reducing 1.46 M shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Caterpillar (CAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Caterpillar (CAT) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -7,544 | Reduce 17.90% | 34,596 | $577.39 |
| Q3 2025 | -37,815 | Reduce 47.30% | 42,140 | $477.15 |
| Q2 2025 | -22,674 | Reduce 22.09% | 79,955 | $388.21 |
| Q1 2025 | -10,866 | Reduce 9.57% | 102,629 | $329.80 |
| Q4 2024 | -11,131 | Reduce 8.93% | 113,495 | $362.76 |
| Q3 2024 | -10,101 | Reduce 7.50% | 124,626 | $391.12 |
| Q2 2024 | +6,444 | Add 5.02% | 134,727 | $333.10 |
| Q1 2024 | -11,930 | Reduce 8.51% | 128,283 | $366.42 |
| Q4 2023 | -23,674 | Reduce 14.45% | 140,213 | $295.67 |
| Q3 2023 | -3,263 | Reduce 1.95% | 163,887 | $273.00 |
| Q2 2023 | +26,933 | Add 19.21% | 167,150 | $246.05 |
| Q1 2023 | +389 | Add 0.28% | 140,217 | $228.84 |
| Q4 2022 | -4,619 | Reduce 3.20% | 139,828 | $239.56 |
| Q3 2022 | -2,267 | Reduce 1.55% | 144,447 | $164.07 |
| Q2 2022 | -30,029 | Reduce 16.99% | 146,714 | $178.76 |
| Q1 2022 | -13,968 | Reduce 7.32% | 176,743 | $222.81 |
| Q4 2021 | -7,047 | Reduce 3.56% | 190,711 | $206.73 |
| Q3 2021 | -5,429 | Reduce 2.67% | 197,758 | $191.96 |
| Q2 2021 | +12,092 | Add 6.33% | 203,187 | $217.62 |
| Q1 2021 | +3,259 | Add 1.74% | 191,095 | $231.86 |
| Q4 2020 | -7,283 | Reduce 3.73% | 187,836 | $182.02 |
| Q3 2020 | -64 | Reduce 0.03% | 195,119 | $149.14 |
| Q2 2020 | -4,365 | Reduce 2.19% | 195,183 | $126.49 |
| Q1 2020 | +29,050 | Add 17.04% | 199,548 | $116.03 |
| Q4 2019 | +16,915 | Add 11.01% | 170,498 | $147.67 |
| Q3 2019 | +1,179 | Add 0.77% | 153,583 | $126.30 |
| Q2 2019 | +35,530 | Add 30.40% | 152,404 | $136.28 |
| Q1 2019 | +24,829 | Add 26.97% | 116,874 | $135.48 |
| Q4 2018 | +3,702 | Add 4.19% | 92,045 | $127.06 |
| Q3 2018 | +3,513 | Add 4.14% | 88,343 | $152.47 |
| Q2 2018 | +84,830 | New Buy | 84,830 | $135.66 |
| Q2 2017 | -86,261 | Sold Out | 0 | $0.00 |
| Q1 2017 | +3,136 | Add 3.77% | 86,261 | $92.75 |
| Q4 2016 | +4,580 | Add 5.83% | 83,125 | $92.72 |
| Q3 2016 | -2,954 | Reduce 3.62% | 78,545 | $88.75 |
| Q2 2016 | -768 | Reduce 0.93% | 81,499 | $75.79 |
| Q1 2016 | -1,278 | Reduce 1.53% | 82,267 | $76.53 |
| Q4 2015 | -2,238 | Reduce 2.61% | 83,545 | $67.95 |
| Q3 2015 | -2,267 | Reduce 2.57% | 85,783 | $65.34 |
| Q2 2015 | +15,829 | Add 21.92% | 88,050 | $84.82 |
| Q1 2015 | +1,047 | Add 1.47% | 72,221 | $80.02 |
| Q4 2014 | -9,613 | Reduce 11.90% | 71,174 | $91.51 |
| Q3 2014 | +6,426 | Add 8.64% | 80,787 | $99.01 |
| Q2 2014 | -1.46 M | Reduce 95.15% | 74,361 | $108.65 |
| Q1 2014 | -1.06 M | Reduce 40.92% | 1.53 M | $99.37 |
| Q4 2013 | +49,676 | Add 1.95% | 2.59 M | $90.81 |
| Q3 2013 | -584,251 | Reduce 18.68% | 2.54 M | $83.40 |
| Q2 2013 | +3.13 M | Add 0.00% | 3.13 M | $82.49 |
Manning & Napier Group's Caterpillar Investment FAQs
Manning & Napier Group first purchased Caterpillar Inc. (CAT) in Q2 2013, acquiring 3,127,992 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Caterpillar Inc. (CAT) for 48 quarters since Q2 2013.
Manning & Napier Group's largest addition to Caterpillar Inc. (CAT) was in Q2 2013, adding 3,127,992 shares worth $258.03 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 34,596 shares of Caterpillar Inc. (CAT), valued at approximately $19.98 M.
As of the Q4 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.26% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Caterpillar Inc. (CAT) was 3,127,992 shares, as reported at the end of Q2 2013.