MUFG Securities EMEA’s Caterpillar CAT Stock Holding History

MUFG Securities EMEA’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
2019 Q1	–	Sell	-42,000	Closed	-$5.34M	–	501
2018 Q4	$5.34M	Hold	42,000	–	–	0.05%	166
2018 Q3	$6.41M	Hold	42,000	–	–	0.09%	143
2018 Q2	$5.7M	Sell	42,000 -50,000	-54%	-$7.47M	0.1%	138
2018 Q1	$13.6M	Hold	92,000	–	–	0.29%	76
2017 Q4	$15.1M	Hold	92,000	–	–	0.35%	59
2017 Q3	$11.5M	Buy	92,000 +42,000	+84%	+$4.84M	0.41%	35
2017 Q2	$5.37M	Buy	+50,000	New	+$5.08M	0.2%	49
2017 Q1	–	Sell	-10,500	Closed	-$974K	–	57
2016 Q4	$974K	Hold	10,500	–	–	0.09%	19
2016 Q3	$932K	Hold	10,500	–	–	0.83%	19
2016 Q2	$796K	Hold	10,500	–	–	0.25%	20
2016 Q1	$804K	Sell	10,500 -50,000	-83%	-$3.35M	3.2%	12
2015 Q4	$4.11M	Hold	60,500	–	–	1.66%	13
2015 Q3	$3.95M	Sell	60,500 -5,000	-8%	-$382K	1.51%	19
2015 Q2	$5.56M	Buy	65,500 +5,500	+9%	+$473K	0.92%	25
2015 Q1	$4.8M	Sell	60,000 -20,000	-25%	-$1.66M	1.25%	19
2014 Q4	$7.32M	Buy	80,000 +30,000	+60%	+$2.92M	1.93%	14
2014 Q3	$4.95M	Buy	50,000 +43,200	+635%	+$4.58M	0.74%	32
2014 Q2	$739K	Buy	+6,800	New	+$714K	0.06%	79

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

MUFG Securities EMEA reduced its Caterpillar (CAT) stake by 45% in Q2 2026, selling an estimated $13.2M and leaving 18,028 shares worth $19.2M. The position accounts for 0.2% of the portfolio, ranked #88.

MUFG Securities EMEA first reported a position in CAT in Q1 2014 and has held it in 35 quarters since. The position peaked at $102M in Q1 2019. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MUFG Securities EMEA held 18,028 shares of Caterpillar worth $19.2M as of Q2 2026.
MUFG Securities EMEA sold 15,047 Caterpillar shares in Q2 2026, an estimated $13.2M.
Caterpillar made up 0.2% of MUFG Securities EMEA's portfolio in Q2 2026, its #88 holding.
MUFG Securities EMEA first reported a position in Caterpillar in Q1 2014 and has held it in 35 quarters since.
MUFG Securities EMEA's Caterpillar position peaked at $102M in Q1 2019.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.