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 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Unique Wealth's CAT Position: Q2 2026 in Review

Unique Wealth increased its Caterpillar (CAT) stake by 7.6% in Q2 2026, buying an estimated $42.2K and bringing the position to 683 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #123.

Unique Wealth first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Unique Wealth held 683 shares of Caterpillar worth $727K as of Q2 2026.
Unique Wealth bought 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
Caterpillar made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #123 holding.
Unique Wealth first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.