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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Patton Fund Management's CAT Position: Q2 2026 in Review

Patton Fund Management reduced its Caterpillar (CAT) stake by 33% in Q2 2026, selling an estimated $1.42M and leaving 3,282 shares worth $3.5M. The position accounts for 0.76% of the portfolio, ranked #52.

Patton Fund Management first reported a position in CAT in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.88M in Q4 2025. 1,177 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Patton Fund Management held 3,282 shares of Caterpillar worth $3.5M as of Q2 2026.
Patton Fund Management sold 1,616 Caterpillar shares in Q2 2026, an estimated $1.42M.
Caterpillar made up 0.76% of Patton Fund Management's portfolio in Q2 2026, its #52 holding.
Patton Fund Management first reported a position in Caterpillar in Q4 2020 and has held it in 10 quarters since.
Patton Fund Management's Caterpillar position peaked at $7.88M in Q4 2025.
1,177 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.