Prelude Capital Management’s Caterpillar CAT Stock Holding History

Prelude Capital Management’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 Q1	–	Sell	-1,500	Closed	-$544K	–	1220
2024 Q4	$544K	Buy	+1,500	New	+$582K	0.03%	568
2024 Q2	–	Sell	-1,400	Closed	-$513K	–	1241
2024 Q1	$513K	Hold	1,400	–	–	0.03%	623
2023 Q4	$414K	Buy	1,400 +400	+40%	+$104K	0.03%	599
2023 Q3	$273K	Buy	+1,000	New	+$271K	0.02%	725
2022 Q3	–	Sell	-1,500	Closed	-$268K	–	1602
2022 Q2	$268K	Hold	1,500	–	–	0.01%	1126
2022 Q1	$334K	Buy	+1,500	New	+$315K	0.01%	1034
2020 Q3	–	Sell	-40,000	Closed	-$5.06M	–	1865
2020 Q2	$5.06M	Buy	+40,000	New	+$4.74M	0.28%	54
2019 Q3	–	Sell	-15,000	Closed	-$2.04M	–	1724
2019 Q2	$2.04M	Sell	15,000 -28,000	-65%	-$3.7M	0.1%	196
2019 Q1	$5.83M	Buy	+43,000	New	+$5.71M	0.33%	51

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Prelude Capital Management's CAT Position: Q2 2026 in Review

Prelude Capital Management reduced its Caterpillar (CAT) stake by 53% in Q2 2026, selling an estimated $380K and leaving 380 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #622.

Prelude Capital Management first reported a position in CAT in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.95M in Q1 2023. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Prelude Capital Management held 380 shares of Caterpillar worth $405K as of Q2 2026.
Prelude Capital Management sold 433 Caterpillar shares in Q2 2026, an estimated $380K.
Caterpillar made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #622 holding.
Prelude Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 27 quarters since.
Prelude Capital Management's Caterpillar position peaked at $5.95M in Q1 2023.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.