Pathstone Holdings
CAT icon

Pathstone Holdings’s Caterpillar CAT Stock Holding History

Pathstone Holdings’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
2025
Q3 		– Sell
-100
Closed -$996 – 2343
2025
Q2 		$996 Sell
100
-100
-50% -$33.3K ﹤0.01% 2188
2025
Q1 		$1.99K Buy
+200
New +$71.2K ﹤0.01% 2226

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Holdings's CAT Position: Q1 2026 in Review

Pathstone Holdings increased its Caterpillar (CAT) stake by 1.5% in Q1 2026, buying an estimated $664K and bringing the position to 64,753 shares worth $45.9M. The position accounts for 0.18% of the portfolio, ranked #86.

Pathstone Holdings first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pathstone Holdings held 64,753 shares of Caterpillar worth $45.9M as of Q1 2026.
  • Pathstone Holdings bought 958 Caterpillar shares in Q1 2026, an estimated $664K.
  • Caterpillar made up 0.18% of Pathstone Holdings's portfolio in Q1 2026, its #86 holding.
  • Pathstone Holdings first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.