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PrairieView Partners’s Caterpillar CAT Stock Holding History

PrairieView Partners’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
2025
Q2 		$171K Hold
442
– – 0.02% 135
2025
Q1 		$145K Sell
442
-127
-22% -$45.2K 0.02% 136
2024
Q4 		$206K Buy
569
+1
+0.2% +$388 0.02% 116
2024
Q3 		$222K Buy
568
+75
+15% +$25.9K 0.02% 114
2024
Q2 		$164K Buy
493
+175
+55% +$60.7K 0.02% 132
2024
Q1 		$117K Hold
318
– – 0.01% 133
2023
Q4 		$94K Sell
318
-230
-42% -$59.7K 0.01% 140
2023
Q3 		$149K Sell
548
-2,423
-82% -$657K 0.02% 118
2023
Q2 		$731K Buy
2,971
+230
+8% +$51.3K 0.1% 62
2023
Q1 		$627K Buy
2,741
+100
+4% +$24.2K 0.09% 64
2022
Q4 		$632K Hold
2,641
– – 0.09% 61
2022
Q3 		$433K Hold
2,641
– – 0.07% 73
2022
Q2 		$472K Hold
2,641
– – 0.07% 73
2022
Q1 		$588K Sell
2,641
-706
-21% -$148K 0.08% 66
2021
Q4 		$692K Buy
3,347
+633
+23% +$127K 0.1% 54
2021
Q3 		$521K Buy
2,714
+12
+0.4% +$2.5K 0.08% 60
2021
Q2 		$588K Buy
2,702
+11
+0.4% +$2.54K 0.09% 58
2021
Q1 		$624K Buy
2,691
+11
+0.4% +$2.28K 0.1% 51
2020
Q4 		$488K Buy
2,680
+14
+0.5% +$2.37K 0.09% 59
2020
Q3 		$398K Sell
2,666
-483
-15% -$67.8K 0.08% 62
2020
Q2 		$398K Buy
3,149
+21
+0.7% +$2.49K 0.09% 59
2020
Q1 		$363K Buy
3,128
+17
+0.5% +$2.17K 0.09% 61
2019
Q4 		$459K Buy
3,111
+17
+0.5% +$2.37K 0.1% 59
2019
Q3 		$391K Buy
+3,094
New +$393K 0.09% 61
2018
Q2 		– Sell
-2,518
Closed -$371K – 46
2018
Q1 		$371K Buy
2,518
+42
+2% +$6.63K 0.09% 51
2017
Q4 		$390K Buy
+2,476
New +$343K 0.11% 51

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PrairieView Partners's CAT Position: Q2 2025 in Review

PrairieView Partners held its Caterpillar (CAT) position steady in Q2 2025 at 442 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #135.

PrairieView Partners first reported a position in CAT in Q4 2017 and has held it in 26 quarters since. The position peaked at $731K in Q2 2023. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • PrairieView Partners held 442 shares of Caterpillar worth $171K as of Q2 2025.
  • PrairieView Partners left its Caterpillar share count unchanged in Q2 2025.
  • Caterpillar made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #135 holding.
  • PrairieView Partners first reported a position in Caterpillar in Q4 2017 and has held it in 26 quarters since.
  • PrairieView Partners's Caterpillar position peaked at $731K in Q2 2023.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.