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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
Q2 		$711K Buy
668
+148
+28% +$130K 0.27% 92
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Patron Partners's CAT Position: Q2 2026 in Review

Patron Partners increased its Caterpillar (CAT) stake by 28% in Q2 2026, buying an estimated $130K and bringing the position to 668 shares worth $711K. The position accounts for 0.27% of the portfolio, ranked #92.

Patron Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Patron Partners held 668 shares of Caterpillar worth $711K as of Q2 2026.
  • Patron Partners bought 148 Caterpillar shares in Q2 2026, an estimated $130K.
  • Caterpillar made up 0.27% of Patron Partners's portfolio in Q2 2026, its #92 holding.
  • Patron Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.