PIMG
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Patriot Investment Management Group’s Caterpillar CAT Stock Holding History

Patriot Investment Management Group’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 		$3.16M Buy
2,966
+204
+7% +$179K 0.18% 55
2026
Q1 		$1.96M Buy
2,762
+5
+0.2% +$3.46K 0.13% 73
2025
Q4 		$1.58M Buy
2,757
+7
+0.3% +$3.89K 0.1% 87
2025
Q3 		$1.31M Buy
2,750
+5
+0.2% +$2.13K 0.09% 95
2025
Q2 		$1.07M Sell
2,745
-55
-2% -$18.3K 0.07% 106
2025
Q1 		$924K Buy
2,800
+10
+0.4% +$3.56K 0.07% 112
2024
Q4 		$1.01M Buy
2,790
+9
+0.3% +$3.49K 0.08% 108
2024
Q3 		$1.09M Buy
2,781
+9
+0.3% +$3.11K 0.08% 107
2024
Q2 		$923K Buy
2,772
+9
+0.3% +$3.12K 0.07% 109
2024
Q1 		$1.01M Sell
2,763
-14
-0.5% -$4.47K 0.08% 107
2023
Q4 		$821K Buy
2,777
+13
+0.5% +$3.37K 0.07% 116
2023
Q3 		$755K Sell
2,764
-668
-19% -$181K 0.07% 119
2023
Q2 		$845K Sell
3,432
-46
-1% -$10.3K 0.07% 120
2023
Q1 		$796K Buy
3,478
+14
+0.4% +$3.38K 0.07% 123
2022
Q4 		$916K Sell
3,464
-861
-20% -$187K 0.08% 117
2022
Q3 		$709K Sell
4,325
-491
-10% -$89.7K 0.07% 125
2022
Q2 		$860K Buy
4,816
+19
+0.4% +$4K 0.08% 115
2022
Q1 		$1.07M Buy
4,797
+310
+7% +$65K 0.09% 111
2021
Q4 		$927K Sell
4,487
-326
-7% -$65.6K 0.08% 120
2021
Q3 		$924K Buy
4,813
+121
+3% +$25.2K 0.08% 118
2021
Q2 		$1.02M Buy
4,692
+16
+0.3% +$3.69K 0.09% 116
2021
Q1 		$1.08M Buy
+4,676
New +$968K 0.11% 102
2020
Q4 		– Sell
-4,831
Closed -$720K – 177
2020
Q3 		$720K Buy
4,831
+54
+1% +$7.59K 0.09% 119
2020
Q2 		$604K Buy
4,777
+59
+1% +$7K 0.08% 131
2020
Q1 		$547K Buy
4,718
+28
+0.6% +$3.58K 0.08% 126
2019
Q4 		$692K Sell
4,690
-17
-0.4% -$2.37K 0.09% 125
2019
Q3 		$565K Buy
4,707
+33
+0.7% +$4.19K 0.08% 133
2019
Q2 		$637K Buy
4,674
+25
+0.5% +$3.3K 0.09% 124
2019
Q1 		$629K Buy
+4,649
New +$618K 0.09% 125

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Patriot Investment Management Group's CAT Position: Q2 2026 in Review

Patriot Investment Management Group increased its Caterpillar (CAT) stake by 7.4% in Q2 2026, buying an estimated $179K and bringing the position to 2,966 shares worth $3.16M. The position accounts for 0.18% of the portfolio, ranked #55.

Patriot Investment Management Group first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. 1,390 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Patriot Investment Management Group held 2,966 shares of Caterpillar worth $3.16M as of Q2 2026.
  • Patriot Investment Management Group bought 204 Caterpillar shares in Q2 2026, an estimated $179K.
  • Caterpillar made up 0.18% of Patriot Investment Management Group's portfolio in Q2 2026, its #55 holding.
  • Patriot Investment Management Group first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.