UAS
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United Asset Strategies’s Caterpillar CAT Stock Holding History

United Asset Strategies’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 		$3.16M Buy
2,971
+676
+29% +$594K 0.22% 84
2026
Q1 		$1.63M Sell
2,295
-39
-2% -$27K 0.13% 108
2025
Q4 		$1.34M Sell
2,334
-132
-5% -$73.4K 0.1% 129
2025
Q3 		$1.18M Buy
2,466
+26
+1% +$11.1K 0.09% 128
2025
Q2 		$947K Buy
2,440
+323
+15% +$108K 0.08% 145
2025
Q1 		$698K Buy
2,117
+1
+0% +$356 0.06% 170
2024
Q4 		$767K Sell
2,116
-121
-5% -$46.9K 0.07% 154
2024
Q3 		$875K Hold
2,237
– – 0.08% 151
2024
Q2 		$745K Sell
2,237
-243
-10% -$84.3K 0.07% 154
2024
Q1 		$909K Sell
2,480
-300
-11% -$95.9K 0.09% 151
2023
Q4 		$822K Buy
2,780
+218
+9% +$56.6K 0.09% 153
2023
Q3 		$700K Sell
2,562
-5,089
-67% -$1.38M 0.09% 153
2023
Q2 		$1.88M Buy
7,651
+77
+1% +$17.2K 0.23% 91
2023
Q1 		$1.73M Sell
7,574
-236
-3% -$57.1K 0.23% 92
2022
Q4 		$1.87M Sell
7,810
-1,107
-12% -$241K 0.26% 83
2022
Q3 		$1.46M Buy
8,917
+451
+5% +$82.4K 0.22% 95
2022
Q2 		$1.51M Buy
8,466
+186
+2% +$39.2K 0.22% 89
2022
Q1 		$1.84M Buy
8,280
+5,715
+223% +$1.2M 0.23% 84
2021
Q4 		$530K Buy
2,565
+601
+31% +$121K 0.06% 151
2021
Q3 		$377K Buy
1,964
+11
+0.6% +$2.29K 0.05% 163
2021
Q2 		$425K Sell
1,953
-55
-3% -$12.7K 0.06% 157
2021
Q1 		$466K Buy
2,008
+97
+5% +$20.1K 0.07% 149
2020
Q4 		$348K Hold
1,911
– – 0.05% 164
2020
Q3 		$285K Buy
1,911
+140
+8% +$19.7K 0.05% 168
2020
Q2 		$224K Sell
1,771
-141
-7% -$16.7K 0.04% 166
2020
Q1 		$222K Buy
1,912
+51
+3% +$6.51K 0.06% 159
2019
Q4 		$275K Hold
1,861
– – 0.05% 173
2019
Q3 		$235K Buy
1,861
+200
+12% +$25.4K 0.05% 166
2019
Q2 		$226K Sell
1,661
-225
-12% -$29.7K 0.05% 173
2019
Q1 		$256K Hold
1,886
– – 0.06% 174
2018
Q4 		$240K Sell
1,886
-2,867
-60% -$373K 0.07% 168
2018
Q3 		$725K Buy
4,753
+235
+5% +$33.2K 0.17% 114
2018
Q2 		$613K Buy
4,518
+86
+2% +$12.8K 0.16% 124
2018
Q1 		$653K Buy
4,432
+135
+3% +$21.3K 0.19% 110
2017
Q4 		$677K Buy
4,297
+52
+1% +$7.21K 0.18% 110
2017
Q3 		$529K Buy
+4,245
New +$489K 0.3% 65
2017
Q1 		– Sell
-8,478
Closed -$786K – 149
2016
Q4 		$786K Buy
8,478
+811
+11% +$73.5K 0.26% 83
2016
Q3 		$681K Sell
7,667
-3
-0% -$245 0.24% 83
2016
Q2 		$581K Buy
7,670
+3,989
+108% +$299K 0.22% 88
2016
Q1 		$282K Buy
3,681
+409
+13% +$27.4K 0.13% 104
2015
Q4 		$222K Sell
3,272
-835
-20% -$58.4K 0.1% 122
2015
Q3 		$268K Sell
4,107
-2,375
-37% -$182K 0.12% 107
2015
Q2 		$550K Sell
6,482
-18,903
-74% -$1.63M 0.25% 83
2015
Q1 		$2.21M Buy
25,385
+4,034
+19% +$335K 1.02% 39
2014
Q4 		$1.95M Sell
21,351
-7,488
-26% -$729K 0.84% 46
2014
Q3 		$2.86M Buy
28,839
+15,244
+112% +$1.62M 1.28% 28
2014
Q2 		$1.48M Sell
13,595
-12,798
-48% -$1.34M 0.71% 54
2014
Q1 		$2.62M Buy
26,393
+1,864
+8% +$176K 1.49% 23
2013
Q4 		$2.23M Buy
24,529
+4,305
+21% +$368K 1.53% 21
2013
Q3 		$1.69M Buy
20,224
+389
+2% +$32.9K 1.07% 31
2013
Q2 		$1.64M Buy
+19,835
New +$1.69M 1.08% 35

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Asset Strategies's CAT Position: Q2 2026 in Review

United Asset Strategies increased its Caterpillar (CAT) stake by 29% in Q2 2026, buying an estimated $594K and bringing the position to 2,971 shares worth $3.16M. The position accounts for 0.22% of the portfolio, ranked #84.

United Asset Strategies first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • United Asset Strategies held 2,971 shares of Caterpillar worth $3.16M as of Q2 2026.
  • United Asset Strategies bought 676 Caterpillar shares in Q2 2026, an estimated $594K.
  • Caterpillar made up 0.22% of United Asset Strategies's portfolio in Q2 2026, its #84 holding.
  • United Asset Strategies first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.