Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in Caterpillar, Inc.
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 44,190 shares of CAT (Caterpillar, Inc.), worth $25.3M as of 2025-Q4. The position was decreased (-1.8% shares). CAT represents 0.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$25.3M
Current Shares
44,190
Total Value Change
+$4M
Total Shares Change
-13,927
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 44,190 |
-1.8% |
| $25.3M |
| 0.2% |
| $576.04 |
0 |
| 2025-Q3 | Decreased | 45,003 | -3.8% | $21.5M | 0.2% | $469.16 | 0 |
| 2025-Q2 | Decreased | 46,785 | -3.6% | $18.2M | 0.1% | $381.32 | 0 |
| 2025-Q1 | Decreased | 48,521 | -2.7% | $16M | 0.1% | $325.22 | 0 |
| 2024-Q4 | Decreased | 49,888 | -4.4% | $18.1M | 0.2% | $356.77 | 0 |
| 2024-Q3 | Decreased | 52,169 | -1.7% | $20.4M | 0.2% | $382.99 | 0 |
| 2024-Q2 | Decreased | 53,091 | -8.7% | $17.7M | 0.2% | $324.88 | 0 |
| 2024-Q1 | Decreased | 58,117 | -17.3% | $21.3M | 0.2% | $356.09 | 0 |