PWC
CAT icon

Pathfinder Wealth Consulting’s Caterpillar CAT Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-1,171
Closed -$830K – 19
2026
Q1 		$830K Sell
1,171
-37
-3% -$25.6K 0.54% 46
2025
Q4 		$692K Buy
+1,208
New +$671K 0.44% 52

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathfinder Wealth Consulting's CAT Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,171 shares — an estimated $830K sold.

Pathfinder Wealth Consulting first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $830K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 1,171 Caterpillar shares in Q2 2026, an estimated $830K.
  • Pathfinder Wealth Consulting first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Caterpillar position peaked at $830K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.