BluePath Capital Management’s Caterpillar CAT Stock Holding History

BluePath Capital Management’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 Q2	$347K	Buy	+326	New	+$286K	0.19%	107
2025 Q4	–	Sell	-2,783	Closed	-$1.33M	–	100
2025 Q3	$1.33M	Buy	2,783 +242	+10%	+$103K	0.97%	25
2025 Q2	$986K	Buy	2,541 +81	+3%	+$27K	0.87%	37
2025 Q1	$811K	Sell	2,460 -596	-20%	-$212K	0.84%	29
2024 Q4	$1.11M	Buy	3,056 +592	+24%	+$230K	0.6%	42
2024 Q3	$964K	Buy	2,464 +448	+22%	+$155K	0.6%	36
2024 Q2	$671K	Buy	2,016 +560	+38%	+$194K	0.47%	65
2024 Q1	$533K	Buy	1,456 +279	+24%	+$89.2K	0.4%	64
2023 Q4	$345K	Buy	1,177 +117	+11%	+$30.4K	0.29%	79
2023 Q3	$289K	Buy	+1,060	New	+$288K	0.27%	73

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

BluePath Capital Management's CAT Position: Q2 2026 in Review

BluePath Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 326 shares worth $347K. The stake represents 0.19% of the portfolio and ranks #107 among its holdings. This is a return to the name: BluePath Capital Management previously reported a position in CAT as recently as Q3 2025.

BluePath Capital Management first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BluePath Capital Management held 326 shares of Caterpillar worth $347K as of Q2 2026.
Caterpillar was a new BluePath Capital Management position in Q2 2026.
Caterpillar made up 0.19% of BluePath Capital Management's portfolio in Q2 2026, its #107 holding.
BluePath Capital Management first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
BluePath Capital Management's Caterpillar position peaked at $1.33M in Q3 2025.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.