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Patrick M. Sweeney & Associates’s Caterpillar CAT Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Sell
3,622
-7
-0.2% -$6.15K 2.22% 9
2026
Q1 		$2.57M Sell
3,629
-63
-2% -$43.6K 1.65% 12
2025
Q4 		$2.12M Sell
3,692
-97
-3% -$53.9K 1.32% 16
2025
Q3 		$1.81M Hold
3,789
– – 1.17% 18
2025
Q2 		$1.51M Buy
3,789
+50
+1% +$16.7K 1.04% 19
2025
Q1 		$1.23M Sell
3,739
-5
-0.1% -$1.78K 0.92% 22
2024
Q4 		$1.36M Sell
3,744
-15
-0.4% -$5.82K 1.02% 20
2024
Q3 		$1.47M Buy
3,759
+46
+1% +$15.9K 1.08% 18
2024
Q2 		$1.24M Buy
3,713
+20
+0.5% +$6.93K 1% 19
2024
Q1 		$1.35M Buy
3,693
+86
+2% +$27.5K 1.11% 19
2023
Q4 		$1.07M Buy
+3,607
New +$936K 0.98% 24

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Patrick M. Sweeney & Associates's CAT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Caterpillar (CAT) stake by 0.19% in Q2 2026, selling an estimated $6.15K and leaving 3,622 shares worth $3.86M. The position accounts for 2.22% of the portfolio, ranked #9.

Patrick M. Sweeney & Associates first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,622 shares of Caterpillar worth $3.86M as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 2.22% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #9 holding.
  • Patrick M. Sweeney & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.