Kings Path Partners’s Caterpillar CAT Stock Holding History

Kings Path Partners’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	$2.13K	Sell	2 -59	-97%	-$51.8K	﹤0.01%	299
2026 Q1	$34.9K	Hold	61	–	–	0.01%	183
2025 Q4	$34.9K	Sell	61 -176	-74%	-$97.8K	0.01%	183
2025 Q3	$113K	Hold	237	–	–	0.04%	122
2025 Q2	$92K	Hold	237	–	–	0.04%	123
2025 Q1	$78.2K	Hold	237	–	–	0.04%	127
2024 Q4	$86K	Hold	237	–	–	0.04%	146
2024 Q3	$92.7K	Hold	237	–	–	0.04%	145
2024 Q2	$78.9K	Buy	+237	New	+$82.2K	0.04%	140

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kings Path Partners's CAT Position: Q2 2026 in Review

Kings Path Partners reduced its Caterpillar (CAT) stake by 97% in Q2 2026, selling an estimated $51.8K and leaving 2 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Kings Path Partners first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $113K in Q3 2025. 944 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kings Path Partners held 2 shares of Caterpillar worth $2.13K as of Q2 2026.
Kings Path Partners sold 59 Caterpillar shares in Q2 2026, an estimated $51.8K.
Caterpillar made up ﹤0.01% of Kings Path Partners's portfolio in Q2 2026, its #299 holding.
Kings Path Partners first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's Caterpillar position peaked at $113K in Q3 2025.
944 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.