Patton Fund Management’s Caterpillar CAT Stock Holding History

Patton Fund Management’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 Q3	$1.74M	Sell	2,145 -1,137	-35%	-$964K	0.45%	72
2026 Q2	$3.5M	Sell	3,282 -1,616	-33%	-$1.42M	0.76%	52
2026 Q1	$3.47M	Sell	4,898 -8,858	-64%	-$6.14M	0.59%	41
2025 Q4	$7.88M	Buy	13,756 +13,038	+1,816%	+$7.25M	1.06%	25
2025 Q3	$343K	Hold	718	–	–	0.06%	80
2025 Q2	$279K	Buy	+718	New	+$239K	0.06%	106
2023 Q2	–	Sell	-7,090	Closed	-$1.62M	–	84
2023 Q1	$1.62M	Buy	7,090 +6,254	+748%	+$1.51M	0.46%	56
2022 Q4	$200K	Buy	+836	New	+$182K	0.06%	206
2021 Q3	–	Sell	-4,538	Closed	-$988K	–	70
2021 Q2	$988K	Buy	4,538 +9	+0.2%	+$2.08K	0.52%	61
2021 Q1	$1.05M	Sell	4,529 -1,965	-30%	-$407K	0.56%	69
2020 Q4	$1.18M	Buy	+6,494	New	+$1.1M	0.6%	69

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patton Fund Management's CAT Position: Q3 2026 in Review

Patton Fund Management reduced its Caterpillar (CAT) stake by 35% in Q3 2026, selling an estimated $964K and leaving 2,145 shares worth $1.74M. The position accounts for 0.45% of the portfolio, ranked #72.

Patton Fund Management first reported a position in CAT in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.88M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Patton Fund Management held 2,145 shares of Caterpillar worth $1.74M as of Q3 2026.
Patton Fund Management sold 1,137 Caterpillar shares in Q3 2026, an estimated $964K.
Caterpillar made up 0.45% of Patton Fund Management's portfolio in Q3 2026, its #72 holding.
Patton Fund Management first reported a position in Caterpillar in Q4 2020 and has held it in 11 quarters since.
Patton Fund Management's Caterpillar position peaked at $7.88M in Q4 2025.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.