UBV
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United Bank (Virginia)’s Caterpillar CAT Stock Holding History

United Bank (Virginia)’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 		$535K Sell
502
-48
-9% -$42.2K 0.06% 101
2026
Q1 		$390K Buy
+550
New +$381K 0.05% 97
2025
Q3 		– Sell
-1,342
Closed -$521K – 130
2025
Q2 		$521K Sell
1,342
-258
-16% -$86K 0.06% 95
2025
Q1 		$528K Sell
1,600
-40
-2% -$14.2K 0.07% 96
2024
Q4 		$595K Sell
1,640
-50
-3% -$19.4K 0.07% 84
2024
Q3 		$661K Buy
1,690
+150
+10% +$51.8K 0.08% 85
2024
Q2 		$513K Sell
1,540
-82
-5% -$28.4K 0.06% 94
2024
Q1 		$594K Hold
1,622
– – 0.07% 86
2023
Q4 		$480K Hold
1,622
– – 0.06% 98
2023
Q3 		$443K Sell
1,622
-850
-34% -$231K 0.06% 99
2023
Q2 		$608K Hold
2,472
– – 0.07% 90
2023
Q1 		$566K Buy
2,472
+47
+2% +$11.4K 0.07% 94
2022
Q4 		$581K Sell
2,425
-3,600
-60% -$784K 0.08% 91
2022
Q3 		$989K Buy
6,025
+850
+16% +$155K 0.15% 68
2022
Q2 		$925K Hold
5,175
– – 0.14% 72
2022
Q1 		$1.15M Sell
5,175
-3,600
-41% -$755K 0.15% 66
2021
Q4 		$1.81M Hold
8,775
– – 0.22% 56
2021
Q3 		$1.69M Buy
8,775
+75
+0.9% +$15.6K 0.23% 58
2021
Q2 		$1.89M Hold
8,700
– – 0.25% 54
2021
Q1 		$2.02M Sell
8,700
-52
-0.6% -$10.8K 0.28% 54
2020
Q4 		$1.59M Buy
8,752
+1,350
+18% +$229K 0.24% 59
2020
Q3 		$1.1M Buy
7,402
+202
+3% +$28.4K 0.19% 62
2020
Q2 		$911K Hold
7,200
– – 0.17% 70
2020
Q1 		$835K Sell
7,200
-200
-3% -$25.5K 0.18% 71
2019
Q4 		$1.09M Hold
7,400
– – 0.19% 69
2019
Q3 		$935K Buy
7,400
+200
+3% +$25.4K 0.17% 76
2019
Q2 		$981K Buy
+7,200
New +$951K 0.16% 74

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 Bank (Virginia)'s CAT Position: Q2 2026 in Review

United Bank (Virginia) reduced its Caterpillar (CAT) stake by 8.7% in Q2 2026, selling an estimated $42.2K and leaving 502 shares worth $535K. The position accounts for 0.06% of the portfolio, ranked #101.

United Bank (Virginia) first reported a position in CAT in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.02M in Q1 2021. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • United Bank (Virginia) held 502 shares of Caterpillar worth $535K as of Q2 2026.
  • United Bank (Virginia) sold 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
  • Caterpillar made up 0.06% of United Bank (Virginia)'s portfolio in Q2 2026, its #101 holding.
  • United Bank (Virginia) first reported a position in Caterpillar in Q2 2019 and has held it in 27 quarters since.
  • United Bank (Virginia)'s Caterpillar position peaked at $2.02M in Q1 2021.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.