UBS Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.4M | Sell |
140,300
-10,700
| -7% | -$7.41M | 0.01% | 1053 |
|
|
2025
Q4 | $86.5M | Sell |
151,000
-32,800
| -18% | -$18.2M | 0.01% | 1131 |
|
|
2025
Q3 | $87.7M | Buy |
183,800
+31,300
| +21% | +$13.4M | 0.01% | 1128 |
|
|
2025
Q2 | $59.2M | Sell |
152,500
-24,800
| -14% | -$8.27M | 0.01% | 1359 |
|
|
2025
Q1 | $58.5M | Sell |
177,300
-51,800
| -23% | -$18.5M | 0.01% | 1344 |
|
|
2024
Q4 | $83.1M | Buy |
229,100
+69,900
| +44% | +$27.1M | 0.02% | 1037 |
|
|
2024
Q3 | $62.3M | Buy |
159,200
+8,000
| +5% | +$2.76M | 0.01% | 1012 |
|
|
2024
Q2 | $50.4M | Sell |
151,200
-34,200
| -18% | -$11.9M | 0.01% | 1037 |
|
|
2024
Q1 | $67.9M | Buy |
185,400
+20,800
| +13% | +$6.65M | 0.02% | 852 |
|
|
2023
Q4 | $48.7M | Sell |
164,600
-276,800
| -63% | -$71.8M | 0.01% | 981 |
|
|
2023
Q3 | $121M | Buy |
441,400
+356,800
| +422% | +$96.8M | 0.04% | 432 |
|
|
2023
Q2 | $20.8M | Sell |
84,600
-216,400
| -72% | -$48.2M | 0.01% | 1426 |
|
|
2023
Q1 | $68.9M | Sell |
301,000
-233,600
| -44% | -$56.5M | 0.03% | 619 |
|
|
2022
Q4 | $128M | Sell |
534,600
-125,400
| -19% | -$27.3M | 0.05% | 398 |
|
|
2022
Q3 | $108M | Sell |
660,000
-105,900
| -14% | -$19.3M | 0.05% | 409 |
|
|
2022
Q2 | $137M | Buy |
765,900
+274,200
| +56% | +$57.8M | 0.06% | 344 |
|
|
2022
Q1 | $110M | Sell |
491,700
-23,300
| -5% | -$4.89M | 0.04% | 493 |
|
|
2021
Q4 | $106M | Sell |
515,000
-111,094
| -18% | -$22.4M | 0.03% | 569 |
|
|
2021
Q3 | $120M | Buy |
626,094
+290,559
| +87% | +$60.5M | 0.04% | 473 |
|
|
2021
Q2 | $73M | Buy |
335,535
+6,961
| +2% | +$1.61M | 0.02% | 648 |
|
|
2021
Q1 | $76.2M | Sell |
328,574
-86,626
| -21% | -$17.9M | 0.03% | 619 |
|
|
2020
Q4 | $75.6M | Buy |
415,200
+167,200
| +67% | +$28.4M | 0.03% | 583 |
|
|
2020
Q3 | $37M | Buy |
248,000
+133,600
| +117% | +$18.8M | 0.01% | 812 |
|
|
2020
Q2 | $14.5M | Sell |
114,400
-17,600
| -13% | -$2.09M | 0.01% | 1269 |
|
|
2020
Q1 | $15.3M | Sell |
132,000
-17,500
| -12% | -$2.24M | 0.01% | 1132 |
|
|
2019
Q4 | $22.1M | Sell |
149,500
-55,000
| -27% | -$7.68M | 0.01% | 1306 |
|
|
2019
Q3 | $25.8M | Buy |
204,500
+25,000
| +14% | +$3.18M | 0.01% | 1069 |
|
|
2019
Q2 | $24.5M | Buy |
179,500
+46,700
| +35% | +$6.17M | 0.01% | 1074 |
|
|
2019
Q1 | $18M | Sell |
132,800
-155,500
| -54% | -$20.7M | 0.01% | 1206 |
|
|
2018
Q4 | $36.6M | Sell |
288,300
-75,600
| -21% | -$9.84M | 0.02% | 754 |
|
|
2018
Q3 | $55.5M | Buy |
363,900
+116,400
| +47% | +$16.5M | 0.02% | 623 |
|
|
2018
Q2 | $33.6M | Sell |
247,500
-181,500
| -42% | -$27.1M | 0.01% | 869 |
|
|
2018
Q1 | $63.2M | Buy |
429,000
+176,300
| +70% | +$27.8M | 0.03% | 533 |
|
|
2017
Q4 | $39.8M | Buy |
252,700
+44,200
| +21% | +$6.13M | 0.02% | 781 |
|
|
2017
Q3 | $26M | Sell |
208,500
-358,300
| -63% | -$41.3M | 0.01% | 951 |
|
|
2017
Q2 | $60.9M | Buy |
566,800
+16,300
| +3% | +$1.66M | 0.03% | 505 |
|
|
2017
Q1 | $51.1M | Buy |
550,500
+431,600
| +363% | +$40.9M | 0.03% | 545 |
|
|
2016
Q4 | $11M | Sell |
118,900
-6,300
| -5% | -$571K | 0.01% | 1423 |
|
|
2016
Q3 | $11.1M | Buy |
125,200
+6,300
| +5% | +$515K | 0.01% | 1330 |
|
|
2016
Q2 | $9.01M | Buy |
118,900
+60,000
| +102% | +$4.5M | 0.01% | 1460 |
|
|
2016
Q1 | $4.51M | Sell |
58,900
-584,600
| -91% | -$39.2M | ﹤0.01% | 1956 |
|
|
2015
Q4 | $43.7M | Buy |
643,500
+377,500
| +142% | +$26.4M | 0.03% | 547 |
|
|
2015
Q3 | $17.4M | Buy |
266,000
+62,600
| +31% | +$4.79M | 0.01% | 984 |
|
|
2015
Q2 | $17.3M | Sell |
203,400
-128,500
| -39% | -$11M | 0.01% | 1083 |
|
|
2015
Q1 | $26.6M | Buy |
331,900
+39,200
| +13% | +$3.26M | 0.02% | 794 |
|
|
2014
Q4 | $26.8M | Buy |
+292,700
| New | +$28.5M | 0.02% | 831 |
|
Other funds holding CAT
VCM
VPM
UBS Group's CAT Position: Q1 2026 in Review
UBS Group increased its Caterpillar (CAT) stake by 9.7% in Q1 2026, buying an estimated $86.3M and bringing the position to 1,404,577 shares worth $995M. The position accounts for 0.15% of the portfolio, ranked #130.
UBS Group first reported a position in CAT in Q4 2014 and has held it in 46 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- UBS Group held 1,404,577 shares of Caterpillar worth $995M as of Q1 2026.
- UBS Group bought 124,576 Caterpillar shares in Q1 2026, an estimated $86.3M.
- Caterpillar made up 0.15% of UBS Group's portfolio in Q1 2026, its #130 holding.
- UBS Group first reported a position in Caterpillar in Q4 2014 and has held it in 46 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.