UPS
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UHLMANN PRICE SECURITIES’s Caterpillar CAT Stock Holding History

UHLMANN PRICE SECURITIES’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 		$670K Sell
629
-2
-0.3% -$1.76K 0.03% 109
2026
Q1 		$447K Buy
631
+19
+3% +$13.2K 0.03% 143
2025
Q4 		$351K Hold
612
– – 0.21% 119
2025
Q3 		$292K Sell
612
-118
-16% -$50.4K 0.18% 130
2025
Q2 		$283K Buy
730
+75
+11% +$25K 0.2% 123
2025
Q1 		$216K Hold
655
– – 0.16% 152
2024
Q4 		$238K Hold
655
– – 0.18% 134
2024
Q3 		$256K Buy
+655
New +$226K 0.2% 131

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UHLMANN PRICE SECURITIES's CAT Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Caterpillar (CAT) stake by 0.32% in Q2 2026, selling an estimated $1.76K and leaving 629 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #109.

UHLMANN PRICE SECURITIES first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 629 shares of Caterpillar worth $670K as of Q2 2026.
  • UHLMANN PRICE SECURITIES sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.03% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #109 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.