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 Q3	$224K	Buy	276 +26	+10%	+$22.1K	0.06%	165
2026 Q2	$267K	Buy	+250	New	+$220K	0.07%	157
2025 Q4	–	Sell	-234	Closed	-$111K	–	188
2025 Q3	$111K	Buy	+234	New	+$100K	0.03%	184
2025 Q1	–	Sell	-319	Closed	-$116K	–	192
2024 Q4	$116K	Buy	319 +318	+31,800%	+$123K	0.04%	184
2024 Q3	$318	Sell	1 -282	-100%	-$97.4K	﹤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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pathway Financial Advisers's CAT Position: Q3 2026 in Review

Pathway Financial Advisers increased its Caterpillar (CAT) stake by 10% in Q3 2026, buying an estimated $22.1K and bringing the position to 276 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #165.

Pathway Financial Advisers first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $267K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Pathway Financial Advisers held 276 shares of Caterpillar worth $224K as of Q3 2026.
Pathway Financial Advisers bought 26 Caterpillar shares in Q3 2026, an estimated $22.1K.
Caterpillar made up 0.06% of Pathway Financial Advisers's portfolio in Q3 2026, its #165 holding.
Pathway Financial Advisers first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
Pathway Financial Advisers's Caterpillar position peaked at $267K in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pathway Financial Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.