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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patrick M. Sweeney & Associates's CAT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Caterpillar (CAT) stake by 1.7% in Q1 2026, selling an estimated $43.6K and leaving 3,629 shares worth $2.57M. The position accounts for 1.65% of the portfolio, ranked #12.

Patrick M. Sweeney & Associates first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Patrick M. Sweeney & Associates held 3,629 shares of Caterpillar worth $2.57M as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 63 Caterpillar shares in Q1 2026, an estimated $43.6K.
  • Caterpillar made up 1.65% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #12 holding.
  • Patrick M. Sweeney & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.