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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Community Bank's CAT Position: Q1 2026 in Review

United Community Bank increased its Caterpillar (CAT) stake by 0.43% in Q1 2026, buying an estimated $3.46K and bringing the position to 1,166 shares worth $826K. The position accounts for 0.28% of the portfolio, ranked #84.

United Community Bank first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.98M in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

United Community Bank held 1,166 shares of Caterpillar worth $826K as of Q1 2026.
United Community Bank bought 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
Caterpillar made up 0.28% of United Community Bank's portfolio in Q1 2026, its #84 holding.
United Community Bank first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
United Community Bank's Caterpillar position peaked at $2.98M in Q3 2024.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.