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Sweeney & Michel’s Caterpillar CAT Stock Holding History

Sweeney & Michel’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 		$1.48M Buy
1,753
+1
+0.1% +$878 0.39% 44
2026
Q1 		$1.39M Buy
1,752
+61
+4% +$42.2K 0.41% 45
2025
Q4 		$1.31M Buy
1,691
+53
+3% +$29.5K 0.39% 47
2025
Q3 		$805K Buy
1,638
+51
+3% +$21.8K 0.27% 62
2025
Q2 		$644K Buy
1,587
+2
+0.1% +$667 0.23% 68
2025
Q1 		$434K Buy
+1,585
New +$565K 0.19% 81
2024
Q3 		$604K Buy
1,533
+2
+0.1% +$691 0.24% 66
2024
Q2 		$499K Buy
1,531
+100
+7% +$34.7K 0.21% 66
2024
Q1 		$512K Buy
+1,431
New +$457K 0.23% 66
2023
Q3 		$312K Hold
1,329
– – 0.16% 87
2023
Q2 		$376K Hold
1,329
– – 0.19% 78
2023
Q1 		$301K Buy
+1,329
New +$321K 0.16% 89

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sweeney & Michel's CAT Position: Q2 2026 in Review

Sweeney & Michel increased its Caterpillar (CAT) stake by 0.06% in Q2 2026, buying an estimated $878 and bringing the position to 1,753 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #44.

Sweeney & Michel first reported a position in CAT in Q1 2023 and has held it in 12 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sweeney & Michel held 1,753 shares of Caterpillar worth $1.48M as of Q2 2026.
  • Sweeney & Michel bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.39% of Sweeney & Michel's portfolio in Q2 2026, its #44 holding.
  • Sweeney & Michel first reported a position in Caterpillar in Q1 2023 and has held it in 12 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.