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Patten & Patten’s Caterpillar CAT Stock Holding History

Patten & Patten’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 		$2.63M Hold
3,712
– – 0.16% 111
2025
Q4 		$2.13M Sell
3,712
-13
-0.3% -$7.22K 0.12% 126
2025
Q3 		$1.78M Sell
3,725
-35
-0.9% -$14.9K 0.1% 139
2025
Q2 		$1.46M Sell
3,760
-139
-4% -$46.3K 0.09% 147
2025
Q1 		$1.29M Sell
3,899
-25
-0.6% -$8.9K 0.09% 148
2024
Q4 		$1.42M Buy
3,924
+100
+3% +$38.8K 0.09% 145
2024
Q3 		$1.5M Sell
3,824
-44
-1% -$15.2K 0.1% 140
2024
Q2 		$1.29M Sell
3,868
-45
-1% -$15.6K 0.09% 146
2024
Q1 		$1.43M Sell
3,913
-397
-9% -$127K 0.1% 142
2023
Q4 		$1.27M Sell
4,310
-268
-6% -$69.5K 0.1% 137
2023
Q3 		$1.25M Sell
4,578
-114
-2% -$30.9K 0.11% 130
2023
Q2 		$1.15M Buy
4,692
+897
+24% +$200K 0.1% 136
2023
Q1 		$869K Buy
3,795
+1
+0% +$242 0.08% 153
2022
Q4 		$909K Sell
3,794
-155
-4% -$33.7K 0.08% 148
2022
Q3 		$648K Buy
3,949
+2
+0.1% +$365 0.06% 173
2022
Q2 		$706K Buy
3,947
+476
+14% +$100K 0.06% 174
2022
Q1 		$773K Sell
3,471
-3
-0.1% -$629 0.06% 174
2021
Q4 		$718K Buy
3,474
+308
+10% +$62K 0.05% 178
2021
Q3 		$608K Buy
3,166
+108
+4% +$22.5K 0.05% 186
2021
Q2 		$665K Buy
3,058
+16
+0.5% +$3.69K 0.05% 183
2021
Q1 		$705K Buy
3,042
+2
+0.1% +$414 0.06% 174
2020
Q4 		$553K Buy
3,040
+101
+3% +$17.1K 0.05% 183
2020
Q3 		$438K Sell
2,939
-123
-4% -$17.3K 0.04% 187
2020
Q2 		$387K Buy
3,062
+887
+41% +$105K 0.04% 189
2020
Q1 		$252K Sell
2,175
-145
-6% -$18.5K 0.03% 200
2019
Q4 		$343K Buy
2,320
+150
+7% +$20.9K 0.03% 200
2019
Q3 		$274K Buy
2,170
+225
+12% +$28.6K 0.03% 214
2019
Q2 		$265K Sell
1,945
-75
-4% -$9.91K 0.03% 213
2019
Q1 		$274K Hold
2,020
– – 0.03% 203
2018
Q4 		$257K Hold
2,020
– – 0.03% 206
2018
Q3 		$308K Hold
2,020
– – 0.03% 202
2018
Q2 		$274K Hold
2,020
– – 0.03% 204
2018
Q1 		$298K Hold
2,020
– – 0.03% 202
2017
Q4 		$318K Buy
2,020
+180
+10% +$25K 0.03% 206
2017
Q3 		$229K Buy
+1,840
New +$212K 0.02% 232
2016
Q1 		– Sell
-4,880
Closed -$332K – 209
2015
Q4 		$332K Sell
4,880
-225
-4% -$15.7K 0.05% 178
2015
Q3 		$334K Sell
5,105
-950
-16% -$72.7K 0.05% 167
2015
Q2 		$514K Sell
6,055
-125
-2% -$10.7K 0.07% 156
2015
Q1 		$495K Buy
6,180
+500
+9% +$41.5K 0.07% 161
2014
Q4 		$520K Buy
5,680
+240
+4% +$23.4K 0.08% 148
2014
Q3 		$539K Buy
5,440
+150
+3% +$15.9K 0.09% 147
2014
Q2 		$575K Sell
5,290
-3,409
-39% -$358K 0.09% 138
2014
Q1 		$864K Sell
8,699
-1,244
-13% -$117K 0.12% 139
2013
Q4 		$903K Buy
9,943
+174
+2% +$14.9K 0.13% 138
2013
Q3 		$815K Sell
9,769
-30,829
-76% -$2.61M 0.13% 133
2013
Q2 		$3.35M Buy
+40,598
New +$3.45M 0.55% 63

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

Patten & Patten's CAT Position: Q1 2026 in Review

Patten & Patten held its Caterpillar (CAT) position steady in Q1 2026 at 3,712 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #111.

Patten & Patten first reported a position in CAT in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.35M in Q2 2013. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Patten & Patten held 3,712 shares of Caterpillar worth $2.63M as of Q1 2026.
  • Patten & Patten left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.16% of Patten & Patten's portfolio in Q1 2026, its #111 holding.
  • Patten & Patten first reported a position in Caterpillar in Q2 2013 and has held it in 46 quarters since.
  • Patten & Patten's Caterpillar position peaked at $3.35M in Q2 2013.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.