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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
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 $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

Sweeney & Michel's CAT Position: Q1 2026 in Review

Sweeney & Michel increased its Caterpillar (CAT) stake by 3.6% in Q1 2026, buying an estimated $42.2K and bringing the position to 1,752 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #45.

Sweeney & Michel first reported a position in CAT in Q1 2023 and has held it in 11 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sweeney & Michel held 1,752 shares of Caterpillar worth $1.39M as of Q1 2026.
  • Sweeney & Michel bought 61 Caterpillar shares in Q1 2026, an estimated $42.2K.
  • Caterpillar made up 0.41% of Sweeney & Michel's portfolio in Q1 2026, its #45 holding.
  • Sweeney & Michel first reported a position in Caterpillar in Q1 2023 and has held it in 11 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.