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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UniSuper Management's CAT Position: Q1 2026 in Review

UniSuper Management reduced its Caterpillar (CAT) stake by 0.17% in Q1 2026, selling an estimated $38.8K and leaving 33,443 shares worth $23.7M. The position accounts for 0.16% of the portfolio, ranked #108.

UniSuper Management first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

UniSuper Management held 33,443 shares of Caterpillar worth $23.7M as of Q1 2026.
UniSuper Management sold 56 Caterpillar shares in Q1 2026, an estimated $38.8K.
Caterpillar made up 0.16% of UniSuper Management's portfolio in Q1 2026, its #108 holding.
UniSuper Management first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.