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Patron Partners’s Caterpillar CAT Stock Holding History

Patron Partners’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 		$368K Hold
520
– – 0.16% 135
2025
Q4 		$298K Sell
520
-141
-21% -$78.4K 0.13% 148
2025
Q3 		$315K Buy
661
+5
+0.8% +$2.13K 0.14% 149
2025
Q2 		$255K Sell
656
-11
-2% -$3.67K 0.13% 153
2025
Q1 		$220K Buy
667
+4
+0.6% +$1.43K 0.12% 161
2024
Q4 		$241K Buy
663
+42
+7% +$16.3K 0.13% 153
2024
Q3 		$243K Buy
621
+9
+1% +$3.11K 0.13% 148
2024
Q2 		$204K Hold
612
– – 0.12% 157
2024
Q1 		$224K Buy
+612
New +$196K 0.14% 155

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

Patron Partners's CAT Position: Q1 2026 in Review

Patron Partners held its Caterpillar (CAT) position steady in Q1 2026 at 520 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #135.

Patron Partners first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Patron Partners held 520 shares of Caterpillar worth $368K as of Q1 2026.
  • Patron Partners left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.16% of Patron Partners's portfolio in Q1 2026, its #135 holding.
  • Patron Partners first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.