Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- Latest filing
- Aug 10, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Sweeney & Michel, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,753
- Value
- $1.48M
- % of portfolio
- 0.4%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,753 | $1.48M | 0.4% | +1+0.1% | Added | Holders |
| Q1 2026 | 1,752 | $1.39M | 0.4% | +61+3.6% | Added | Holders |
| Q4 2025 | 1,691 | $1.31M | 0.4% | +53+3.2% | Added | Holders |
| Q3 2025 | 1,638 | $804.8K | 0.3% | +51+3.2% | Added | Holders |
| Q2 2025 | 1,587 | $644.1K | 0.2% | +2+0.1% | Added | Holders |
| Q1 2025 | 1,585 | $434.2K | 0.2% | – | No prior filing | Holders |
| Q4 2024 | – | – | – | – | Not filed | Holders |
| Q3 2024 | 1,533 | $603.7K | 0.2% | +2+0.1% | Added | Holders |
| Q2 2024 | 1,531 | $499.3K | 0.2% | +100+7.0% | Added | Holders |
| Q1 2024 | 1,431 | $512.4K | 0.2% | – | No prior filing | Holders |
| Q4 2023 | – | – | – | – | Not filed | Holders |
| Q3 2023 | 1,329 | $312.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,329 | $375.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,329 | $301.2K | 0.2% | – | No prior filing | Holders |