Pathway Financial Advisers’s Caterpillar CAT Stock Holding History

Pathway Financial Advisers’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	$267K	Buy	+250	New	+$220K	0.07%	157
2025 Q4	–	Sell	-234	Closed	-$111K	–	188
2025 Q3	$111K	Buy	+234	New	+$99.9K	0.03%	184
2025 Q1	–	Sell	-319	Closed	-$116K	–	192
2024 Q4	$116K	Sell	319 -124,051	-100%	-$48.1M	0.04%	184
2024 Q3	$318	Buy	124,370 +124,087	+43,847%	+$42.9M	﹤0.01%	393
2024 Q2	$93.6K	Buy	283 +3	+1%	+$1.04K	0.03%	185
2024 Q1	$103K	Sell	280 -369	-57%	-$118K	0.04%	186
2023 Q4	$192K	Buy	649 +30	+5%	+$7.78K	0.07%	160
2023 Q3	$169K	Buy	+619	New	+$168K	0.07%	161
2023 Q1	$125K	Sell	544 -91	-14%	-$22K	0.05%	178
2022 Q4	$152K	Buy	+635	New	+$138K	0.06%	172

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathway Financial Advisers's CAT Position: Q2 2026 in Review

Pathway Financial Advisers opened a new position in Caterpillar (CAT) in Q2 2026: 250 shares worth $267K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Pathway Financial Advisers previously reported a position in CAT as recently as Q3 2025.

Pathway Financial Advisers first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pathway Financial Advisers held 250 shares of Caterpillar worth $267K as of Q2 2026.
Caterpillar was a new Pathway Financial Advisers position in Q2 2026.
Caterpillar made up 0.07% of Pathway Financial Advisers's portfolio in Q2 2026, its #157 holding.
Pathway Financial Advisers first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.