Back to 
United Capital Financial Advisors, LLC
United Capital Financial Advisors, LLC
CAT
Showing 8 of 30 quarters
Position history for United 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
Other major holders of CAT: BlackRock, Inc., State Street Corp., Vanguard Capital Management LLC, Vanguard Group Inc.