UniSuper Management’s Caterpillar CAT Stock Holding History

UniSuper Management’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	$76.7M	Buy	94,624 +44,390	+88%	+$37.6M	0.38%	52
2026 Q2	$53.5M	Buy	50,234 +16,791	+50%	+$14.8M	0.28%	73
2026 Q1	$23.7M	Sell	33,443 -56	-0.2%	-$38.8K	0.16%	108
2025 Q4	$19.2M	Sell	33,499 -758	-2%	-$421K	0.11%	123
2025 Q3	$16.3M	Buy	34,257 +4,799	+16%	+$2.05M	0.1%	135
2025 Q2	$11.4M	Sell	29,458 -1,000	-3%	-$333K	0.08%	152
2025 Q1	$10M	Buy	30,458 +1,788	+6%	+$637K	0.07%	154
2024 Q4	$10.4M	Buy	28,670 +6,145	+27%	+$2.38M	0.07%	154
2024 Q3	$8.81M	Buy	22,525 +229	+1%	+$79.1K	0.07%	171
2024 Q2	$7.43M	Buy	22,296 +12,496	+128%	+$4.33M	0.06%	169
2024 Q1	$3.59M	Buy	9,800 +5,744	+142%	+$1.84M	0.03%	195
2023 Q4	$1.2M	Buy	4,056 +256	+7%	+$66.4K	0.01%	251
2023 Q3	$1.04M	Hold	3,800	–	–	0.01%	265
2023 Q2	$935K	Buy	+3,800	New	+$847K	0.01%	266

Other funds holding CAT

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

UniSuper Management's CAT Position: Q3 2026 in Review

UniSuper Management increased its Caterpillar (CAT) stake by 88% in Q3 2026, buying an estimated $37.6M and bringing the position to 94,624 shares worth $76.7M. The position accounts for 0.38% of the portfolio, ranked #52.

UniSuper Management first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

UniSuper Management held 94,624 shares of Caterpillar worth $76.7M as of Q3 2026.
UniSuper Management bought 44,390 Caterpillar shares in Q3 2026, an estimated $37.6M.
Caterpillar made up 0.38% of UniSuper Management's portfolio in Q3 2026, its #52 holding.
UniSuper Management first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
1,589 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.