UAG
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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
Q3 		$1.72M Sell
2,117
-29
-1% -$24.6K 0.16% 157
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's CAT Position: Q3 2026 in Review

United Advisor Group reduced its Caterpillar (CAT) stake by 1.4% in Q3 2026, selling an estimated $24.6K and leaving 2,117 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #157.

United Advisor Group first reported a position in CAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • United Advisor Group held 2,117 shares of Caterpillar worth $1.72M as of Q3 2026.
  • United Advisor Group sold 29 Caterpillar shares in Q3 2026, an estimated $24.6K.
  • Caterpillar made up 0.16% of United Advisor Group's portfolio in Q3 2026, its #157 holding.
  • United Advisor Group first reported a position in Caterpillar in Q2 2024 and has held it in 10 quarters since.
  • United Advisor Group's Caterpillar position peaked at $2.29M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.