Prestige Wealth Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.79M | Buy |
3,563
+925
| +35% | +$813K | 0.69% | 34 |
|
|
2026
Q1 | $1.87M | Sell |
2,638
-55
| -2% | -$38.1K | 0.37% | 45 |
|
|
2025
Q4 | $1.54M | Buy |
2,693
+126
| +5% | +$70K | 0.29% | 51 |
|
|
2025
Q3 | $1.22M | Buy |
2,567
+11
| +0.4% | +$4.7K | 0.24% | 56 |
|
|
2025
Q2 | $992K | Buy |
2,556
+34
| +1% | +$11.3K | 0.2% | 58 |
|
|
2025
Q1 | $832K | Buy |
2,522
+9
| +0.4% | +$3.21K | 0.18% | 66 |
|
|
2024
Q4 | $912K | Buy |
2,513
+88
| +4% | +$34.1K | 0.19% | 62 |
|
|
2024
Q3 | $949K | Sell |
2,425
-38
| -2% | -$13.1K | 0.2% | 65 |
|
|
2024
Q2 | $820K | Sell |
2,463
-169
| -6% | -$58.6K | 0.18% | 62 |
|
|
2024
Q1 | $964K | Sell |
2,632
-2
| -0.1% | -$639 | 0.21% | 60 |
|
|
2023
Q4 | $779K | Buy |
2,634
+231
| +10% | +$59.9K | 0.18% | 65 |
|
|
2023
Q3 | $656K | Buy |
2,403
+13
| +0.5% | +$3.53K | 0.16% | 67 |
|
|
2023
Q2 | $588K | Sell |
2,390
-133
| -5% | -$29.7K | 0.14% | 72 |
|
|
2023
Q1 | $577K | Buy |
2,523
+167
| +7% | +$40.4K | 0.15% | 77 |
|
|
2022
Q4 | $564K | Buy |
2,356
+81
| +4% | +$17.6K | 0.15% | 74 |
|
|
2022
Q3 | $373K | Buy |
2,275
+166
| +8% | +$30.3K | 0.1% | 92 |
|
|
2022
Q2 | $377K | Buy |
2,109
+344
| +19% | +$72.5K | 0.1% | 91 |
|
|
2022
Q1 | $393K | Buy |
1,765
+63
| +4% | +$13.2K | 0.1% | 97 |
|
|
2021
Q4 | $352K | Buy |
1,702
+63
| +4% | +$12.7K | 0.08% | 97 |
|
|
2021
Q3 | $315K | Buy |
1,639
+159
| +11% | +$33.1K | 0.08% | 101 |
|
|
2021
Q2 | $322K | Sell |
1,480
-53
| -3% | -$12.2K | 0.09% | 90 |
|
|
2021
Q1 | $355K | Buy |
1,533
+78
| +5% | +$16.1K | 0.1% | 77 |
|
|
2020
Q4 | $265K | Buy |
1,455
+213
| +17% | +$36.1K | 0.07% | 102 |
|
|
2020
Q3 | $185K | Buy |
1,242
+223
| +22% | +$31.3K | 0.06% | 124 |
|
|
2020
Q2 | $129K | Buy |
1,019
+667
| +189% | +$79.1K | 0.05% | 133 |
|
|
2020
Q1 | $41K | Buy |
352
+152
| +76% | +$19.4K | 0.02% | 195 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $27K | Hold |
200
| – | – | 0.02% | 235 |
|
|
2019
Q1 | $27K | Sell |
200
-213
| -52% | -$28.3K | 0.02% | 237 |
|
|
2018
Q4 | $52K | Buy |
+413
| New | +$53.7K | 0.04% | 190 |
|
Other funds holding CAT
Prestige Wealth Management Group's CAT Position: Q2 2026 in Review
Prestige Wealth Management Group increased its Caterpillar (CAT) stake by 35% in Q2 2026, buying an estimated $813K and bringing the position to 3,563 shares worth $3.79M. The position accounts for 0.69% of the portfolio, ranked #34.
Prestige Wealth Management Group first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Prestige Wealth Management Group held 3,563 shares of Caterpillar worth $3.79M as of Q2 2026.
- Prestige Wealth Management Group bought 925 Caterpillar shares in Q2 2026, an estimated $813K.
- Caterpillar made up 0.69% of Prestige Wealth Management Group's portfolio in Q2 2026, its #34 holding.
- Prestige Wealth Management Group first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.