UAG
CAT icon

United Advisor Group’s Caterpillar CAT Stock Holding History

United Advisor Group’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 		$2.29M Buy
2,146
+80
+4% +$70.3K 0.24% 114
2026
Q1 		$1.46M Buy
2,066
+357
+21% +$247K 0.18% 138
2025
Q4 		$979K Buy
1,709
+113
+7% +$62.8K 0.12% 183
2025
Q3 		$762K Buy
1,596
+688
+76% +$294K 0.1% 206
2025
Q2 		$352K Buy
908
+71
+8% +$23.7K 0.06% 290
2025
Q1 		$276K Sell
837
-340
-29% -$121K 0.06% 287
2024
Q4 		$427K Buy
1,177
+228
+24% +$88.4K 0.08% 226
2024
Q3 		$371K Buy
949
+124
+15% +$42.8K 0.08% 241
2024
Q2 		$275K Buy
+825
New +$286K 0.09% 214

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

United Advisor Group's CAT Position: Q2 2026 in Review

United Advisor Group increased its Caterpillar (CAT) stake by 3.9% in Q2 2026, buying an estimated $70.3K and bringing the position to 2,146 shares worth $2.29M. The position accounts for 0.24% of the portfolio, ranked #114.

United Advisor Group first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • United Advisor Group held 2,146 shares of Caterpillar worth $2.29M as of Q2 2026.
  • United Advisor Group bought 80 Caterpillar shares in Q2 2026, an estimated $70.3K.
  • Caterpillar made up 0.24% of United Advisor Group's portfolio in Q2 2026, its #114 holding.
  • United Advisor Group first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.