UCB
CAT icon

United Community Bank’s Caterpillar CAT Stock Holding History

United Community Bank’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 		$941K Sell
884
-282
-24% -$248K 0.29% 79
2026
Q1 		$826K Buy
1,166
+5
+0.4% +$3.46K 0.28% 84
2025
Q4 		$665K Buy
1,161
+5
+0.4% +$2.78K 0.25% 83
2025
Q3 		$552K Buy
1,156
+233
+25% +$99.5K 0.17% 120
2025
Q2 		$358K Sell
923
-139
-13% -$46.3K 0.12% 136
2025
Q1 		$350K Sell
1,062
-6,609
-86% -$2.35M 0.13% 131
2024
Q4 		$2.78M Buy
7,671
+40
+0.5% +$15.5K 1.08% 16
2024
Q3 		$2.98M Buy
7,631
+69
+0.9% +$23.8K 1.17% 13
2024
Q2 		$2.52M Sell
7,562
-510
-6% -$177K 1.02% 14
2024
Q1 		$2.96M Sell
8,072
-112
-1% -$35.8K 1.15% 15
2023
Q4 		$2.42M Buy
8,184
+459
+6% +$119K 1.02% 17
2023
Q3 		$2.11M Buy
7,725
+5
+0.1% +$1.36K 1.03% 19
2023
Q2 		$1.9M Sell
7,720
-84
-1% -$18.7K 1.67% 10
2023
Q1 		$1.79M Buy
7,804
+110
+1% +$26.6K 1.69% 13
2022
Q4 		$1.84M Sell
7,694
-313
-4% -$68.1K 1.78% 7
2022
Q3 		$1.31M Buy
8,007
+185
+2% +$33.8K 1.37% 20
2022
Q2 		$1.4M Buy
7,822
+335
+4% +$70.6K 1.51% 22
2022
Q1 		$1.67M Buy
7,487
+337
+5% +$70.7K 1.67% 18
2021
Q4 		$1.48M Buy
+7,150
New +$1.44M 1.48% 22

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 Community Bank's CAT Position: Q2 2026 in Review

United Community Bank reduced its Caterpillar (CAT) stake by 24% in Q2 2026, selling an estimated $248K and leaving 884 shares worth $941K. The position accounts for 0.29% of the portfolio, ranked #79.

United Community Bank first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.98M in Q3 2024. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • United Community Bank held 884 shares of Caterpillar worth $941K as of Q2 2026.
  • United Community Bank sold 282 Caterpillar shares in Q2 2026, an estimated $248K.
  • Caterpillar made up 0.29% of United Community Bank's portfolio in Q2 2026, its #79 holding.
  • United Community Bank first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • United Community Bank's Caterpillar position peaked at $2.98M in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.