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 Q3	$2.92M	Sell	3,601 -21	-0.6%	-$17.8K	1.65%	12
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%	+$6.94K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Patrick M. Sweeney & Associates's CAT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Caterpillar (CAT) stake by 0.58% in Q3 2026, selling an estimated $17.8K and leaving 3,601 shares worth $2.92M. 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 12 quarters since. The position peaked at $3.86M in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Patrick M. Sweeney & Associates held 3,601 shares of Caterpillar worth $2.92M as of Q3 2026.
Patrick M. Sweeney & Associates sold 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
Caterpillar made up 1.65% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #12 holding.
Patrick M. Sweeney & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Caterpillar position peaked at $3.86M in Q2 2026.
1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.