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 2026-Q1. They have held the position across 29 quarters.