Patten Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
1,981
+17
| +0.9% | +$11.8K | 0.24% | 115 |
|
|
2025
Q4 | $1.12M | Buy |
1,964
+2
| +0.1% | +$1.11K | 0.21% | 128 |
|
|
2025
Q3 | $936K | Sell |
1,962
-44
| -2% | -$18.8K | 0.18% | 138 |
|
|
2025
Q2 | $779K | Buy |
2,006
+163
| +9% | +$54.3K | 0.16% | 151 |
|
|
2025
Q1 | $608K | Sell |
1,843
-27
| -1% | -$9.62K | 0.14% | 167 |
|
|
2024
Q4 | $678K | Sell |
1,870
-21
| -1% | -$8.14K | 0.15% | 160 |
|
|
2024
Q3 | $740K | Sell |
1,891
-88
| -4% | -$30.4K | 0.16% | 151 |
|
|
2024
Q2 | $659K | Buy |
1,979
+2
| +0.1% | +$693 | 0.16% | 153 |
|
|
2024
Q1 | $724K | Buy |
1,977
+3
| +0.2% | +$959 | 0.18% | 144 |
|
|
2023
Q4 | $584K | Buy |
1,974
+3
| +0.2% | +$778 | 0.16% | 150 |
|
|
2023
Q3 | $538K | Sell |
1,971
-49
| -2% | -$13.3K | 0.16% | 151 |
|
|
2023
Q2 | $497K | Buy |
2,020
+3
| +0.1% | +$669 | 0.07% | 157 |
|
|
2023
Q1 | $461K | Buy |
2,017
+304
| +18% | +$73.5K | 0.14% | 159 |
|
|
2022
Q4 | $410K | Buy |
1,713
+6
| +0.4% | +$1.31K | 0.13% | 173 |
|
|
2022
Q3 | $303K | Buy |
1,707
+207
| +14% | +$37.8K | 0.1% | 198 |
|
|
2022
Q2 | $270K | Buy |
1,500
+533
| +55% | +$112K | 0.09% | 203 |
|
|
2022
Q1 | $215K | Buy |
+967
| New | +$203K | 0.06% | 250 |
|
|
2021
Q4 | – | Sell |
-1,084
| Closed | -$208K | – | 264 |
|
|
2021
Q3 | $208K | Sell |
1,084
-372
| -26% | -$77.5K | 0.06% | 249 |
|
|
2021
Q2 | $317K | Buy |
1,456
+52
| +4% | +$12K | 0.09% | 207 |
|
|
2021
Q1 | $325K | Buy |
1,404
+3
| +0.2% | +$621 | 0.1% | 194 |
|
|
2020
Q4 | $255K | Buy |
+1,401
| New | +$238K | 0.07% | 207 |
|
|
2019
Q1 | – | Sell |
-1,269
| Closed | -$161K | – | 244 |
|
|
2018
Q4 | $161K | Buy |
1,269
+19
| +2% | +$2.47K | 0.08% | 185 |
|
|
2018
Q3 | $191K | Buy |
1,250
+3
| +0.2% | +$424 | 0.07% | 199 |
|
|
2018
Q2 | $169K | Buy |
1,247
+503
| +68% | +$75.2K | 0.07% | 201 |
|
|
2018
Q1 | $110K | Buy |
744
+3
| +0.4% | +$474 | 0.05% | 239 |
|
|
2017
Q4 | $117K | Buy |
741
+33
| +5% | +$4.58K | 0.05% | 242 |
|
|
2017
Q3 | $88K | Buy |
708
+3
| +0.4% | +$345 | 0.04% | 266 |
|
|
2017
Q2 | $81K | Buy |
705
+4
| +0.6% | +$406 | 0.03% | 274 |
|
|
2017
Q1 | $67K | Sell |
701
-100
| -12% | -$9.47K | 0.03% | 281 |
|
|
2016
Q4 | $79K | Sell |
801
-347
| -30% | -$31.4K | 0.04% | 263 |
|
|
2016
Q3 | $99.9K | Buy |
1,148
+5
| +0.4% | +$409 | 0.05% | 242 |
|
|
2016
Q2 | $86.7K | Buy |
1,143
+7
| +0.6% | +$524 | 0.04% | 247 |
|
|
2016
Q1 | $87K | Buy |
1,136
+164
| +17% | +$11K | 0.04% | 242 |
|
|
2015
Q4 | $66.1K | Sell |
972
-1,924
| -66% | -$135K | 0.03% | 270 |
|
|
2015
Q3 | $189K | Buy |
2,896
+306
| +12% | +$23.4K | 0.1% | 164 |
|
|
2015
Q2 | $220K | Buy |
2,590
+4
| +0.2% | +$344 | 0.1% | 164 |
|
|
2015
Q1 | $207K | Sell |
2,586
-561
| -18% | -$46.6K | 0.11% | 163 |
|
|
2014
Q4 | $288K | Buy |
+3,147
| New | +$306K | 0.14% | 145 |
|
Other funds holding CAT
VCM
VPM
Patten Group's CAT Position: Q1 2026 in Review
Patten Group increased its Caterpillar (CAT) stake by 0.87% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,981 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #115.
Patten Group first reported a position in CAT in Q4 2014 and has held it in 38 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Patten Group held 1,981 shares of Caterpillar worth $1.4M as of Q1 2026.
- Patten Group bought 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
- Caterpillar made up 0.24% of Patten Group's portfolio in Q1 2026, its #115 holding.
- Patten Group first reported a position in Caterpillar in Q4 2014 and has held it in 38 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.