University of Texas/Texas AM Investment Management Co (UTIMCO)’s Caterpillar CAT Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$375K	Buy	352 +207	+143%	+$182K	0.04%	123
2026 Q1	$103K	Hold	145	–	–	0.01%	143
2025 Q4	$83.1K	Hold	145	–	–	0.01%	167
2025 Q3	$69.2K	Hold	145	–	–	0.01%	142
2025 Q2	$56.3K	Hold	145	–	–	0.01%	122
2025 Q1	$47.8K	Buy	+145	New	+$51.6K	0.01%	129
2023 Q1	–	Sell	-1,000	Closed	-$240K	–	23
2022 Q4	$240K	Buy	+1,000	New	+$218K	0.09%	19
2018 Q1	–	Sell	-80	Closed	-$13K	–	23
2017 Q4	$13K	Buy	+80	New	+$11.1K	0.05%	54

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s CAT Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) increased its Caterpillar (CAT) stake by 143% in Q2 2026, buying an estimated $182K and bringing the position to 352 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #123.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in CAT in Q4 2017 and has held it in 8 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 352 shares of Caterpillar worth $375K as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) bought 207 Caterpillar shares in Q2 2026, an estimated $182K.
Caterpillar made up 0.04% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #123 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Caterpillar in Q4 2017 and has held it in 8 quarters since.
3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.