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
2025
Q4 		– Sell
-7,400
Closed -$3.5M – 2078
2025
Q3 		$3.5M Buy
7,400
+1,400
+23% +$598K 0.01% 1041
2025
Q2 		$2.32M Buy
+6,000
New +$2M ﹤0.01% 1166

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 2,537 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.
  • 2,537 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.