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USS Investment Management’s Caterpillar CAT Stock Holding History

USS Investment Management’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 		$59.6M Sell
56,034
-2,320
-4% -$2.04M 0.21% 63
2026
Q1 		$41.3M Hold
58,354
– – 0.16% 73
2025
Q4 		$33.4M Hold
58,354
– – 0.16% 79
2025
Q3 		$27.8M Hold
58,354
– – 0.13% 94
2025
Q2 		$22.6M Buy
58,354
+546
+0.9% +$182K 0.13% 97
2025
Q1 		$19.1M Sell
57,808
-21,900
-27% -$7.8M 0.14% 107
2024
Q4 		$28.9M Sell
79,708
-9,626
-11% -$3.73M 0.2% 85
2024
Q3 		$34.9M Buy
89,334
+12,178
+16% +$4.21M 0.25% 70
2024
Q2 		$25.7M Sell
77,156
-2,805
-4% -$973K 0.2% 80
2024
Q1 		$29.3M Sell
79,961
-25,909
-24% -$8.28M 0.24% 72
2023
Q4 		$31.3M Sell
105,870
-7,642
-7% -$1.98M 0.28% 62
2023
Q3 		$31M Buy
113,512
+3,748
+3% +$1.02M 0.34% 55
2023
Q2 		$27M Hold
109,764
– – 0.32% 66
2023
Q1 		$25.1M Sell
109,764
-6,749
-6% -$1.63M 0.34% 60
2022
Q4 		$27.9M Buy
116,513
+29,200
+33% +$6.36M 0.39% 52
2022
Q3 		$14.3M Sell
87,313
-40,019
-31% -$7.31M 0.21% 102
2022
Q2 		$22.8M Sell
127,332
-8,657
-6% -$1.82M 0.23% 95
2022
Q1 		$30.3M Buy
135,989
+9,259
+7% +$1.94M 0.25% 84
2021
Q4 		$26.2M Hold
126,730
– – 0.2% 104
2021
Q3 		$24.3M Buy
126,730
+106,054
+513% +$22.1M 0.21% 105
2021
Q2 		$4.5M Hold
20,676
– – 0.04% 280
2021
Q1 		$4.8M Hold
20,676
– – 0.04% 251
2020
Q4 		$3.76M Hold
20,676
– – 0.03% 272
2020
Q3 		$3.08M Hold
20,676
– – 0.03% 289
2020
Q2 		$2.61M Buy
+20,676
New +$2.45M 0.03% 302

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

USS Investment Management's CAT Position: Q2 2026 in Review

USS Investment Management reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $2.04M and leaving 56,034 shares worth $59.6M. The position accounts for 0.21% of the portfolio, ranked #63.

USS Investment Management first reported a position in CAT in Q2 2020 and has held it in 25 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • USS Investment Management held 56,034 shares of Caterpillar worth $59.6M as of Q2 2026.
  • USS Investment Management sold 2,320 Caterpillar shares in Q2 2026, an estimated $2.04M.
  • Caterpillar made up 0.21% of USS Investment Management's portfolio in Q2 2026, its #63 holding.
  • USS Investment Management first reported a position in Caterpillar in Q2 2020 and has held it in 25 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.