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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USS Investment Management's CAT Position: Q1 2026 in Review

USS Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 58,354 shares worth $41.3M. The position accounts for 0.16% of the portfolio, ranked #73.

USS Investment Management first reported a position in CAT in Q2 2020 and has held it in 24 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • USS Investment Management held 58,354 shares of Caterpillar worth $41.3M as of Q1 2026.
  • USS Investment Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.16% of USS Investment Management's portfolio in Q1 2026, its #73 holding.
  • USS Investment Management first reported a position in Caterpillar in Q2 2020 and has held it in 24 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.