Unique Wealth’s Caterpillar CAT Stock Holding History

Unique Wealth’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 Q3	$559K	Buy	689 +6	+0.9%	+$5.09K	0.06%	141
2026 Q2	$727K	Buy	683 +48	+8%	+$42.2K	0.08%	123
2026 Q1	$450K	Buy	635 +39	+7%	+$27K	0.06%	128
2025 Q4	$341K	Buy	596 +24	+4%	+$13.3K	0.05%	146
2025 Q3	$273K	Buy	572 +12	+2%	+$5.12K	0.04%	158
2025 Q2	$217K	Buy	+560	New	+$187K	0.04%	163
2025 Q1	–	Sell	-557	Closed	-$202K	–	153
2024 Q4	$202K	Buy	557 +6	+1%	+$2.33K	0.04%	140
2024 Q3	$216K	Buy	+551	New	+$190K	0.05%	113

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Unique Wealth's CAT Position: Q3 2026 in Review

Unique Wealth increased its Caterpillar (CAT) stake by 0.88% in Q3 2026, buying an estimated $5.09K and bringing the position to 689 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #141.

Unique Wealth first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $727K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Unique Wealth held 689 shares of Caterpillar worth $559K as of Q3 2026.
Unique Wealth bought 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
Caterpillar made up 0.06% of Unique Wealth's portfolio in Q3 2026, its #141 holding.
Unique Wealth first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
Unique Wealth's Caterpillar position peaked at $727K in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.