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United Capital Management of KS’s Caterpillar CAT Stock Holding History

United Capital Management of KS’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 		$8.77M Sell
8,236
-202
-2% -$177K 1.15% 37
2026
Q1 		$5.98M Sell
8,438
-313
-4% -$217K 0.91% 40
2025
Q4 		$5.01M Sell
8,751
-543
-6% -$302K 0.7% 43
2025
Q3 		$4.43M Sell
9,294
-2,091
-18% -$893K 0.6% 52
2025
Q2 		$4.42M Sell
11,385
-2,065
-15% -$688K 0.69% 48
2025
Q1 		$4.44M Sell
13,450
-17,618
-57% -$6.28M 0.92% 38
2024
Q4 		$11.3M Buy
31,068
+658
+2% +$255K 2.05% 14
2024
Q3 		$11.9M Buy
30,410
+1,002
+3% +$346K 2.59% 12
2024
Q2 		$9.8M Buy
29,408
+587
+2% +$204K 2.16% 16
2024
Q1 		$10.6M Buy
28,821
+1,128
+4% +$361K 2.42% 13
2023
Q4 		$8.19M Buy
27,693
+1,301
+5% +$337K 2.48% 11
2023
Q3 		$7.21M Buy
26,392
+644
+3% +$175K 2.45% 11
2023
Q2 		$6.34M Buy
+25,748
New +$5.74M 2.03% 13
2019
Q3 		– Sell
-1,656
Closed -$226K – 106
2019
Q2 		$226K Sell
1,656
-51
-3% -$6.74K 0.17% 100
2019
Q1 		$235K Sell
1,707
-239
-12% -$31.7K 0.18% 98
2018
Q4 		$247K Sell
1,946
-36
-2% -$4.68K 0.23% 92
2018
Q3 		$303K Buy
+1,982
New +$280K 0.24% 89

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 Capital Management of KS's CAT Position: Q2 2026 in Review

United Capital Management of KS reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $177K and leaving 8,236 shares worth $8.77M. The position accounts for 1.15% of the portfolio, ranked #37.

United Capital Management of KS first reported a position in CAT in Q3 2018 and has held it in 17 quarters since. The position peaked at $11.9M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • United Capital Management of KS held 8,236 shares of Caterpillar worth $8.77M as of Q2 2026.
  • United Capital Management of KS sold 202 Caterpillar shares in Q2 2026, an estimated $177K.
  • Caterpillar made up 1.15% of United Capital Management of KS's portfolio in Q2 2026, its #37 holding.
  • United Capital Management of KS first reported a position in Caterpillar in Q3 2018 and has held it in 17 quarters since.
  • United Capital Management of KS's Caterpillar position peaked at $11.9M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.