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MUFG Securities Americas’s Caterpillar CAT Stock Holding History

MUFG Securities Americas’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 		$9.12M Buy
12,872
+264
+2% +$183K 0.59% 27
2025
Q4 		$7.22M Sell
12,608
-25
-0.2% -$13.9K 0.45% 38
2025
Q3 		$6.03M Buy
12,633
+2,210
+21% +$943K 0.39% 40
2025
Q2 		$4.05M Buy
10,423
+1,963
+23% +$654K 0.35% 51
2025
Q1 		$2.79M Buy
8,460
+1,332
+19% +$474K 0.32% 59
2024
Q4 		$2.59M Buy
+7,128
New +$2.76M 0.33% 56

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

MUFG Securities Americas's CAT Position: Q1 2026 in Review

MUFG Securities Americas increased its Caterpillar (CAT) stake by 2.1% in Q1 2026, buying an estimated $183K and bringing the position to 12,872 shares worth $9.12M. The position accounts for 0.59% of the portfolio, ranked #27.

MUFG Securities Americas first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MUFG Securities Americas held 12,872 shares of Caterpillar worth $9.12M as of Q1 2026.
  • MUFG Securities Americas bought 264 Caterpillar shares in Q1 2026, an estimated $183K.
  • Caterpillar made up 0.59% of MUFG Securities Americas's portfolio in Q1 2026, its #27 holding.
  • MUFG Securities Americas first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.