Universal-Beteiligungs- und Servicegesellschaft’s Caterpillar CAT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$197M	Buy	282,491 +15,158	+6%	+$10.5M	0.34%	48
2025 Q4	$151M	Sell	267,333 -12,356	-4%	-$6.87M	0.25%	79
2025 Q3	$133M	Sell	279,689 -8,247	-3%	-$3.52M	0.22%	87
2025 Q2	$112M	Buy	287,936 +10,990	+4%	+$3.66M	0.2%	96
2025 Q1	$91.3M	Sell	276,946 -23,413	-8%	-$8.34M	0.18%	117
2024 Q4	$109M	Buy	+300,359	New	+$116M	0.22%	92

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

Universal-Beteiligungs- und Servicegesellschaft's CAT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Caterpillar (CAT) stake by 5.7% in Q1 2026, buying an estimated $10.5M and bringing the position to 282,491 shares worth $197M. The position accounts for 0.34% of the portfolio, ranked #48.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 282,491 shares of Caterpillar worth $197M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 15,158 Caterpillar shares in Q1 2026, an estimated $10.5M.
Caterpillar made up 0.34% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #48 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.