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Union Bancaire Privee’s Caterpillar CAT Stock Holding History

Union Bancaire Privee’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 		$72.3M Buy
65,464
+12,416
+23% +$10.9M 0.79% 25
2026
Q1 		$37.3M Buy
53,048
+422
+0.8% +$292K 0.52% 32
2025
Q4 		$27M Buy
52,626
+5,395
+11% +$3M 0.32% 60
2025
Q3 		$21M Buy
47,231
+28,773
+156% +$12.3M 0.3% 61
2025
Q2 		$6.15M Sell
18,458
-8,386
-31% -$2.8M 0.09% 109
2025
Q1 		$8.4M Buy
26,844
+5,384
+25% +$1.92M 0.16% 68
2024
Q4 		$7.4M Buy
+21,460
New +$8.32M 0.13% 85

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Union Bancaire Privee's CAT Position: Q2 2026 in Review

Union Bancaire Privee increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $10.9M and bringing the position to 65,464 shares worth $72.3M. The position accounts for 0.79% of the portfolio, ranked #25.

Union Bancaire Privee first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,868 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Union Bancaire Privee held 65,464 shares of Caterpillar worth $72.3M as of Q2 2026.
  • Union Bancaire Privee bought 12,416 Caterpillar shares in Q2 2026, an estimated $10.9M.
  • Caterpillar made up 0.79% of Union Bancaire Privee's portfolio in Q2 2026, its #25 holding.
  • Union Bancaire Privee first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.