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 Q3	$1.42M	Buy	1,757 +4	+0.2%	+$3.39K	0.38%	44
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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sweeney & Michel's CAT Position: Q3 2026 in Review

Sweeney & Michel increased its Caterpillar (CAT) stake by 0.23% in Q3 2026, buying an estimated $3.39K and bringing the position to 1,757 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #44.

Sweeney & Michel first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Sweeney & Michel held 1,757 shares of Caterpillar worth $1.42M as of Q3 2026.
Sweeney & Michel bought 4 Caterpillar shares in Q3 2026, an estimated $3.39K.
Caterpillar made up 0.38% of Sweeney & Michel's portfolio in Q3 2026, its #44 holding.
Sweeney & Michel first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Caterpillar position peaked at $1.48M in Q2 2026.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.