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
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 $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 Bank (Virginia)'s CAT Position: Q1 2026 in Review

United Bank (Virginia) opened a new position in Caterpillar (CAT) in Q1 2026: 550 shares worth $390K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings. This is a return to the name: United Bank (Virginia) previously reported a position in CAT as recently as Q2 2025.

United Bank (Virginia) first reported a position in CAT in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.02M in Q1 2021. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • United Bank (Virginia) held 550 shares of Caterpillar worth $390K as of Q1 2026.
  • Caterpillar was a new United Bank (Virginia) position in Q1 2026.
  • Caterpillar made up 0.05% of United Bank (Virginia)'s portfolio in Q1 2026, its #97 holding.
  • United Bank (Virginia) first reported a position in Caterpillar in Q2 2019 and has held it in 26 quarters since.
  • United Bank (Virginia)'s Caterpillar position peaked at $2.02M in Q1 2021.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on United Bank (Virginia)'s 13F filing for Q1 2026, filed 11 May 2026.