Pathway Financial Advisors’s Caterpillar CAT Stock Holding History

Pathway Financial Advisors’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	$2.2M	Buy	2,709 +9	+0.3%	+$7.63K	0.24%	43
2026 Q2	$2.6M	Hold	2,700	–	–	0.3%	40
2026 Q1	$1.94M	Hold	2,700	–	–	0.24%	45
2025 Q4	$1.68M	Hold	2,700	–	–	0.21%	47
2025 Q3	$1.29M	Hold	2,700	–	–	0.17%	55
2025 Q2	$1.05M	Sell	2,700 -823	-23%	-$274K	0.15%	57
2025 Q1	$1.16M	Hold	3,523	–	–	0.21%	51
2024 Q4	$1.28M	Hold	3,523	–	–	0.29%	46
2024 Q3	$1.38M	Hold	3,523	–	–	0.35%	38
2024 Q2	$1.17M	Hold	3,523	–	–	0.32%	44
2024 Q1	$1.29M	Hold	3,523	–	–	0.35%	39
2023 Q4	$1.04M	Buy	3,523 +350	+11%	+$90.8K	0.3%	42
2023 Q3	$866K	Hold	3,173	–	–	0.3%	42
2023 Q2	$781K	Buy	3,173 +10	+0.3%	+$2.23K	0.25%	46
2023 Q1	$724K	Hold	3,163	–	–	0.24%	49
2022 Q4	$758K	Hold	3,163	–	–	0.23%	49
2022 Q3	$519K	Hold	3,163	–	–	0.18%	59
2022 Q2	$565K	Hold	3,163	–	–	0.24%	54
2022 Q1	$705K	Sell	3,163 -100	-3%	-$21K	0.26%	47
2021 Q4	$658K	Buy	+3,263	New	+$657K	0.23%	50
2021 Q1	$767K	Hold	3,263	–	–	0.3%	41
2020 Q4	$704K	Hold	3,263	–	–	0.29%	40
2020 Q3	$479K	Hold	3,263	–	–	0.19%	51
2020 Q2	$413K	Hold	3,263	–	–	0.12%	53
2020 Q1	$374K	Hold	3,263	–	–	0.12%	54
2019 Q4	$476K	Hold	3,263	–	–	0.13%	62
2019 Q3	$483K	Sell	3,263 -14	-0.4%	-$1.78K	0.14%	56
2019 Q2	$447K	Buy	3,277 +114	+4%	+$15.1K	0.13%	59
2019 Q1	$429K	Hold	3,163	–	–	0.13%	58
2018 Q4	$402K	Hold	3,163	–	–	0.23%	59
2018 Q3	$410K	Sell	3,163 -38	-1%	-$5.38K	0.23%	60
2018 Q2	$434K	Hold	3,201	–	–	0.25%	48
2018 Q1	$472K	Sell	3,201 -160	-5%	-$25.3K	0.28%	46
2017 Q4	$530K	Buy	+3,361	New	+$466K	0.31%	44

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Pathway Financial Advisors increased its Caterpillar (CAT) stake by 0.33% in Q3 2026, buying an estimated $7.63K and bringing the position to 2,709 shares worth $2.2M. The position accounts for 0.24% of the portfolio, ranked #43.

Pathway Financial Advisors first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.6M in Q2 2026. 1,609 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Pathway Financial Advisors held 2,709 shares of Caterpillar worth $2.2M as of Q3 2026.
Pathway Financial Advisors bought 9 Caterpillar shares in Q3 2026, an estimated $7.63K.
Caterpillar made up 0.24% of Pathway Financial Advisors's portfolio in Q3 2026, its #43 holding.
Pathway Financial Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
Pathway Financial Advisors's Caterpillar position peaked at $2.6M in Q2 2026.
1,609 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.