Fourpath Capital Management’s Caterpillar CAT Stock Holding History

Fourpath 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	$13.7M	Sell	16,949 -338	-2%	-$287K	1.79%	13
2026 Q2	$18.4M	Sell	17,287 -88	-0.5%	-$77.3K	2.42%	6
2026 Q1	$12.3M	Sell	17,375 -198	-1%	-$137K	1.77%	12
2025 Q4	$10.1M	Sell	17,573 -235	-1%	-$131K	1.38%	22
2025 Q3	$8.5M	Sell	17,808 -118	-0.7%	-$50.4K	1.21%	22
2025 Q2	$6.96M	Sell	17,926 -162	-0.9%	-$54K	1.1%	22
2025 Q1	$5.97M	Sell	18,088 -20	-0.1%	-$7.12K	1.04%	25
2024 Q4	$6.57M	Sell	18,108 -527	-3%	-$204K	1.22%	20
2024 Q3	$7.29M	Buy	+18,635	New	+$6.44M	1.34%	20

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

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

Fourpath Capital Management reduced its Caterpillar (CAT) stake by 2% in Q3 2026, selling an estimated $287K and leaving 16,949 shares worth $13.7M. The position accounts for 1.79% of the portfolio, ranked #13.

Fourpath Capital Management first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $18.4M in Q2 2026. 750 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Fourpath Capital Management held 16,949 shares of Caterpillar worth $13.7M as of Q3 2026.
Fourpath Capital Management sold 338 Caterpillar shares in Q3 2026, an estimated $287K.
Caterpillar made up 1.79% of Fourpath Capital Management's portfolio in Q3 2026, its #13 holding.
Fourpath Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Fourpath Capital Management's Caterpillar position peaked at $18.4M in Q2 2026.
750 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.