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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in CATERPILLAR INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 44,369 shares of CAT (CATERPILLAR INC), worth $31.4M as of 2026-Q1. The position was increased (+0.4% shares). CAT represents 0.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$31.4M

Current Shares

44,369

Total Value Change

+$11M

Total Shares Change

-7,800

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
44,369
+0.4%
$31.4M0.2%$705.80
35
2025-Q4
Decreased
44,190
-1.8%
$25.3M0.2%$569.39
0
2025-Q3
Decreased
45,003
-3.8%
$21.5M0.2%$472.89
0
2025-Q2
Decreased
46,785
-3.6%
$18.2M0.1%$383.34
0
2025-Q1
Decreased
48,521
-2.7%
$16M0.1%$324.10
0
2024-Q4
Decreased
49,888
-4.4%
$18.1M0.2%$355.19
0
2024-Q3
Decreased
52,169
-1.7%
$20.4M0.2%$381.59
0

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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