Back to United Capital Financial Advisors, LLC United Capital Financial Advisors, LLC

CATCAT

Showing 8 of 30 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in Caterpillar, Inc.

Yes. United Capital Financial Advisors holds 44,175 shares of CAT (Caterpillar), worth $47M, as of its Q2 2026 13F filing. It reduced the position by 194 shares (-0.4%) from Q1 2026. United Capital Financial Advisors has held CAT in every 13F on record since Q1 2019, 30 quarterly filings. CAT is 0.3% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$47M

Current Shares

44,175

Total Value Change

+$26.6M

Total Shares Change

-7,994

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
44,175
-0.4%
$47M0.3%$1,060.41
0
2026-Q1
Increased
44,369
+0.4%
$31.4M0.2%$704.13
35
2025-Q4
Decreased
44,190
-1.8%
$25.3M0.2%$568.04
0
2025-Q3
Decreased
45,003
-3.8%
$21.5M0.2%$471.77
0
2025-Q2
Decreased
46,785
-3.6%
$18.2M0.1%$382.43
0
2025-Q1
Decreased
48,521
-2.7%
$16M0.1%$323.34
0
2024-Q4
Decreased
49,888
-4.4%
$18.1M0.2%$354.35
0
2024-Q3
Decreased
52,169
-1.7%
$20.4M0.2%$380.68
0

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used