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Itau Unibanco Holding S.A.’s Caterpillar CAT Stock Holding History

Itau Unibanco Holding S.A.’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 		$3.59M Buy
+5,062
New +$3.51M 0.08% 87
2025
Q4 		– Sell
-1,141
Closed -$544K – 366
2025
Q3 		$544K Buy
1,141
+838
+277% +$358K 0.02% 144
2025
Q2 		$118K Sell
303
-34
-10% -$11.3K ﹤0.01% 190
2025
Q1 		$111K Buy
+337
New +$120K ﹤0.01% 203
2024
Q4 		– Sell
-93
Closed -$36.4K – 374
2024
Q3 		$36.4K Sell
93
-4,217
-98% -$1.46M ﹤0.01% 208
2024
Q2 		$1.44M Buy
4,310
+806
+23% +$279K 0.06% 99
2024
Q1 		$1.28M Buy
+3,504
New +$1.12M 0.05% 72
2020
Q4 		– Sell
-21,500
Closed -$3.21M – 162
2020
Q3 		$3.21M Buy
+21,500
New +$3.02M 0.16% 77
2020
Q1 		– Sell
-227
Closed -$34K – 490
2019
Q4 		$34K Sell
227
-687
-75% -$95.9K ﹤0.01% 762
2019
Q3 		$124K Hold
914
– – 0.01% 196
2019
Q2 		$124K Sell
914
-685
-43% -$90.5K 0.01% 526
2019
Q1 		$198K Hold
1,599
– – 0.01% 193
2018
Q4 		$198K Buy
1,599
+48
+3% +$6.25K 0.01% 193
2018
Q3 		$237K Sell
1,551
-331
-18% -$46.8K 0.01% 226
2018
Q2 		$255K Sell
1,882
-2,023
-52% -$302K 0.03% 237
2018
Q1 		$576K Sell
3,905
-201
-5% -$31.7K ﹤0.01% 197
2017
Q4 		$647K Buy
4,106
+387
+10% +$53.7K 0.04% 138
2017
Q3 		$1.47M Buy
3,719
+3,092
+493% +$356K 0.1% 113
2017
Q2 		$67K Buy
+627
New +$63.7K 0.01% 264

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

Itau Unibanco Holding S.A.'s CAT Position: Q1 2026 in Review

Itau Unibanco Holding S.A. opened a new position in Caterpillar (CAT) in Q1 2026: 5,062 shares worth $3.59M. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in CAT as recently as Q3 2025.

Itau Unibanco Holding S.A. first reported a position in CAT in Q2 2017 and has held it in 19 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Itau Unibanco Holding S.A. held 5,062 shares of Caterpillar worth $3.59M as of Q1 2026.
  • Caterpillar was a new Itau Unibanco Holding S.A. position in Q1 2026.
  • Caterpillar made up 0.08% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #87 holding.
  • Itau Unibanco Holding S.A. first reported a position in Caterpillar in Q2 2017 and has held it in 19 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.