Question 1

How many shares of CAT does UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC own?

Accepted Answer

As of 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds 3.2M shares of CAT (CATERPILLAR INC).

Question 2

What is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's CAT position worth?

Accepted Answer

As of 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's CAT position is worth $3.4B.

Question 3

Is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC buying or selling CAT?

Accepted Answer

In 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased their CAT position (-3.5% change in shares).

Question 4

When did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC first buy CAT?

Accepted Answer

Based on available 13F filings, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC first reported a position in CAT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.2M	-3.5%	$3.4B	0.6%	$1,062.93	0
2026-Q1	Decreased	3.3M	-7.8%	$2.3B	0.5%	$705.80	0
2025-Q4	Decreased	3.5M	-13.1%	$2B	0.4%	$569.39	0
2025-Q3	Decreased	4.1M	-3.5%	$1.9B	0.4%	$472.89	0
2025-Q2	Increased	4.2M	+0.6%	$1.6B	0.3%	$383.34	38
2025-Q1	Increased	4.2M	+6.7%	$1.4B	0.4%	$324.10	41
2024-Q4	Increased	3.9M	+8.6%	$1.4B	0.3%	$355.19	42
2024-Q3	Increased	3.6M	+1.8%	$1.4B	0.4%	$381.59	39

CATShowing 8 of 31 quarters

CAT
Showing 8 of 31 quarters