Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,857,067
+$1,286,066 QoQ
Shares Held
3,622
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#1,397
of 4,045 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $5,670,928 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.0% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,857,067 | 3,622 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,571,001 | 3,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,115,036 | 3,692 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,807,921 | 3,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,470,927 | 3,789 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,233,122 | 3,739 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,358,173 | 3,744 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,470,220 | 3,759 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,236,800 | 3,713 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,353,225 | 3,693 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,066,481 | 3,607 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||