BluePath Capital Management
CAT icon

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
Q3 		$360K Buy
444
+118
+36% +$100K 0.19% 112
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BluePath Capital Management's CAT Position: Q3 2026 in Review

BluePath Capital Management increased its Caterpillar (CAT) stake by 36% in Q3 2026, buying an estimated $100K and bringing the position to 444 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #112.

BluePath Capital Management first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q3 2025. 1,684 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • BluePath Capital Management held 444 shares of Caterpillar worth $360K as of Q3 2026.
  • BluePath Capital Management bought 118 Caterpillar shares in Q3 2026, an estimated $100K.
  • Caterpillar made up 0.19% of BluePath Capital Management's portfolio in Q3 2026, its #112 holding.
  • BluePath Capital Management first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • BluePath Capital Management's Caterpillar position peaked at $1.33M in Q3 2025.
  • 1,684 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.