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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Pathway Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 2,700 shares worth $2.6M. The position accounts for 0.3% of the portfolio, ranked #40.

Pathway Financial Advisors first reported a position in CAT in Q4 2017 and has held it in 33 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pathway Financial Advisors held 2,700 shares of Caterpillar worth $2.6M as of Q2 2026.
Pathway Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.3% of Pathway Financial Advisors's portfolio in Q2 2026, its #40 holding.
Pathway Financial Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 33 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.