UM
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

UniSuper Management's CAT Position: Q2 2026 in Review

UniSuper Management increased its Caterpillar (CAT) stake by 50% in Q2 2026, buying an estimated $14.8M and bringing the position to 50,234 shares worth $53.5M. The position accounts for 0.28% of the portfolio, ranked #73.

UniSuper Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • UniSuper Management held 50,234 shares of Caterpillar worth $53.5M as of Q2 2026.
  • UniSuper Management bought 16,791 Caterpillar shares in Q2 2026, an estimated $14.8M.
  • Caterpillar made up 0.28% of UniSuper Management's portfolio in Q2 2026, its #73 holding.
  • UniSuper Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.