I don't think it is the history. Rather it is doing path completion. @pawelesp must have the current working directory in their user folder. The .arduinoIDE folder happens to be the lexicographically first directory item under that folder on their system.
You can disable this completion feature in cmd by starting it with the /F:OFF flag:
> cmd /?
You can enable or disable file name completion for a particular invocation of CMD.EXE with the /F:ON or /F:OFF switch. You can enable or disable completion for all invocations of CMD.EXE on a machine and/or user logon session by setting either or both of the following REG_DWORD values in the registry using REGEDIT.EXE:
HKEY_LOCAL_MACHINE\Software\Microsoft\Command Processor\CompletionChar HKEY_LOCAL_MACHINE\Software\Microsoft\Command Processor\PathCompletionCharand/orHKEY_CURRENT_USER\Software\Microsoft\Command Processor\CompletionChar HKEY_CURRENT_USER\Software\Microsoft\Command Processor\PathCompletionCharwith the hex value of a control character to use for a particular function (e.g. 0x4 is Ctrl-D and 0x6 is Ctrl-F). The user specific settings take precedence over the machine settings. The command line switches take precedence over the registry settings.
If completion is enabled with the /F:ON switch, the two control characters used are Ctrl-D for directory name completion and Ctrl-F for file name completion. To disable a particular completion character in the registry, use the value for space (0x20) as it is not a valid control character.
Completion is invoked when you type either of the two control characters. The completion function takes the path string to the left of the cursor appends a wild card character to it if none is already present and builds up a list of paths that match. It then displays the first matching path. If no paths match, it just beeps and leaves the display alone. Thereafter, repeated pressing of the same control character will cycle through the list of matching paths. Pressing the Shift key with the control character will move through the list backwards. If you edit the line in any way and press the control character again, the saved list of matching paths is discarded and a new one generated. The same occurs if you switch between file and directory name completion. The only difference between the two control characters is the file completion character matches both file and directory names, while the directory completion character only matches directory names. If file completion is used on any of the built in directory commands (CD, MD or RD) then directory completion is assumed.
The completion code deals correctly with file names that contain spaces or other special characters by placing quotes around the matching path. Also, if you back up, then invoke completion from within a line, the text to the right of the cursor at the point completion was invoked is discarded.
The special characters that require quotes are:
<space> &()[]{}^=;!'+,`~
I didn't find an easy way to do the same for PowerShell.