Universal-Beteiligungs- und Servicegesellschaft
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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
Q2 		$294M Sell
281,908
-583
-0.2% -$512K 0.45% 30
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's CAT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Caterpillar (CAT) stake by 0.21% in Q2 2026, selling an estimated $512K and leaving 281,908 shares worth $294M. The position accounts for 0.45% of the portfolio, ranked #30.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 281,908 shares of Caterpillar worth $294M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 583 Caterpillar shares in Q2 2026, an estimated $512K.
  • Caterpillar made up 0.45% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #30 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.