UniSuper Management 13F: Adds $36M to Caterpillar (CAT) Stake
Key Points
- In a filing on October 26, 2026, UniSuper Management raised its position in Caterpillar Inc. by 44,390 shares, now holding a total of 94,624 shares valued at approximately $76.7 million.
- Caterpillar's stock recently traded around $691.91, which is about equal to its closing price on the filing date but significantly below its 52-week high of $1,073.46.
- UniSuper's Caterpillar stake represents 0.67% of its overall portfolio, ranking 25th among its holdings.
Get Caterpillar text alerts
We text you when insiders, Congress, analysts or big funds move on $CAT.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Caterpillar Inc. alert may contain errors. Disclosures
UniSuper Management boosted its position in Caterpillar Inc. (CAT) by 44,390 shares, bringing its total holdings to 94,624 shares. This change was reported in a filing on October 26, 2026, with a total value of approximately $76.7 million.
CAT
Caterpillar Inc.
Where Caterpillar Fits in UniSuper Management's Portfolio
Caterpillar now makes up 0.67% of UniSuper's portfolio, ranking 25th among its holdings.
Other Institutional Activity in Caterpillar
State Farm Mutual Automobile Insurance Co holds 14,509,304 shares of Caterpillar, valued at approximately $10.0 billion, having reduced its stake by 55,346 shares. Fisher Asset Management, LLC increased its holdings by 166,197 shares, totaling 9,942,521 shares worth about $6.9 billion. Gates Foundation Trust remains steady with 6,353,614 shares valued at roughly $4.4 billion.
Caterpillar Inc. Stock Up 1.0%
As of October 26, 2026, Caterpillar shares closed at $692.13. The stock is currently trading below its 50-day moving average of $799.74 and its 200-day average of $808.62, indicating a downward trend. It is also 35.5% below its 52-week high of $1,073.46, but 32.7% above its 52-week low of $521.43.
Recent Earnings
Caterpillar reported trailing twelve-month revenue of approximately $74.7 billion, with earnings per share (EPS) of $23.23. The next earnings report is scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
7 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 18.8%. Revenue beat estimates by 3.8%.
-
Profit surprise
EBITDA beat by 32 percent. Operating income beat by 34 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
1 upgrade, 7 target raises.
-
Earnings quality
Positive free cash flow.
Earnings Call Summary
Caterpillar had a strong first quarter with revenue of 17.4 billion dollars, up 22 percent from last year, and adjusted earnings per share of 5.54 dollars, beating consensus of 4.55 dollars. Backlog hit a record 63 billion dollars, with particularly strong demand for power generation equipment serving data centers. Management is investing aggressively in capacity expansion because customers are committing to long term orders for backup power, prime power, and gas compression applications across multiple industries.
Guidance Caterpillar raised its 2026 sales outlook to low double digit growth from expectations set in January. The company expects continued growth across all three segments driven by strong backlog and resilient end markets, especially in power generation for data centers. Management plans to expand large reciprocating engine capacity to nearly 3 times 2024 levels by 2030.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Caterpillar pays an annual dividend of $6.52 per share, resulting in a dividend yield of 0.95% based on recent prices.
Insider Buying and Selling at Caterpillar Inc.
Several insiders sold shares earlier this year. Officer William E. Schaupp sold 360 shares on May 13, 2026, at an average price of $906, totaling about $326,160. Denise C. Johnson also sold 6,196 shares on the same date, valued at approximately $5.6 million. Additionally, she sold 12,605 shares the next day, worth about $11.4 million. CEO Joseph E. Creed sold 32,401 shares on August 28, 2026, valued at approximately $26.2 million.
Analysts Set New Price Targets
On October 26, 2026, UBS maintained a Neutral rating for Caterpillar with a price target of $750, while Wells Fargo also maintained an Overweight rating with a target of $840. Earlier, analysts from Truist Securities and Citigroup maintained Buy ratings with targets of $1,100 and $950, respectively.
About Caterpillar
Caterpillar Inc. manufactures construction and mining equipment, as well as engines and turbines. The company plays a significant role in the industrial sector, providing essential machinery for various industries.
Bottom Line
Investors should keep an eye on Caterpillar's upcoming earnings report on October 29, 2026, for insights into its financial performance. Additionally, UniSuper Management's increased stake reflects confidence in the company's long-term prospects, even as the stock trades below its historical highs.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $CAT (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts