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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Advisor Group's CAT Position: Q1 2026 in Review

United Advisor Group increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $247K and bringing the position to 2,066 shares worth $1.46M. The position accounts for 0.18% of the portfolio, ranked #138.

United Advisor Group first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • United Advisor Group held 2,066 shares of Caterpillar worth $1.46M as of Q1 2026.
  • United Advisor Group bought 357 Caterpillar shares in Q1 2026, an estimated $247K.
  • Caterpillar made up 0.18% of United Advisor Group's portfolio in Q1 2026, its #138 holding.
  • United Advisor Group first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.