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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
Q2 		$14.8M Buy
13,873
+1,001
+8% +$879K 0.76% 22
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

MUFG Securities Americas's CAT Position: Q2 2026 in Review

MUFG Securities Americas increased its Caterpillar (CAT) stake by 7.8% in Q2 2026, buying an estimated $879K and bringing the position to 13,873 shares worth $14.8M. The position accounts for 0.76% of the portfolio, ranked #22.

MUFG Securities Americas first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MUFG Securities Americas held 13,873 shares of Caterpillar worth $14.8M as of Q2 2026.
  • MUFG Securities Americas bought 1,001 Caterpillar shares in Q2 2026, an estimated $879K.
  • Caterpillar made up 0.76% of MUFG Securities Americas's portfolio in Q2 2026, its #22 holding.
  • MUFG Securities Americas first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.