SEC 13F Intelligence

Patrick M Sweeney & Associates, Inc / CAT

Patrick M Sweeney & Associates, Inc’s Caterpillar Inc Position

Does Patrick M Sweeney & Associates, Inc own Caterpillar Inc (CAT)? Yes — 3.6K shares worth $3M (+1.65% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.6K
% of Portfolio
+1.65%
Quarters Held
10
currently held

Position History CAT

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.6K$3M+1.65%
Q4 20253.7K$2M+1.32%
Q3 20253.8K$2M+1.17%
Q2 20253.8K$2M+1.04%
Q1 20253.7K$1M+0.92%
Q4 20243.7K$1M+1.02%
Q3 20243.8K$1M+1.08%
Q2 20243.7K$1M+1.00%
Q1 20243.7K$1M+1.11%
Q4 20233.6K$1M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patrick M Sweeney & Associates, Inc’s full portfolio or all institutional holders of CAT.