Question 1

How many shares of CAT does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 44,369 shares of CAT (CATERPILLAR INC).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's CAT position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's CAT position is worth $31.4M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling CAT?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their CAT position (+0.4% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy CAT?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in CAT in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	44,369	+0.4%	$31.4M	0.2%	$705.80	35
2025-Q4	Decreased	44,190	-1.8%	$25.3M	0.2%	$569.39	0
2025-Q3	Decreased	45,003	-3.8%	$21.5M	0.2%	$472.89	0
2025-Q2	Decreased	46,785	-3.6%	$18.2M	0.1%	$383.34	0
2025-Q1	Decreased	48,521	-2.7%	$16M	0.1%	$324.10	0
2024-Q4	Decreased	49,888	-4.4%	$18.1M	0.2%	$355.19	0
2024-Q3	Decreased	52,169	-1.7%	$20.4M	0.2%	$381.59	0