Prodigy Asset Management’s Caterpillar CAT Stock Holding History

Prodigy Asset 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
2026 Q2	$1.06M	Hold	1,000	–	–	0.32%	14
2026 Q1	$708K	Hold	1,000	–	–	0.24%	13
2025 Q4	$573K	Hold	1,000	–	–	0.2%	15
2025 Q3	$477K	Hold	1,000	–	–	0.22%	15
2025 Q2	$388K	Hold	1,000	–	–	0.25%	16
2025 Q1	$330K	Hold	1,000	–	–	0.27%	15
2024 Q4	$363K	Buy	+1,000	New	+$388K	0.31%	13

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

Prodigy Asset Management's CAT Position: Q2 2026 in Review

Prodigy Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,000 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #14.

Prodigy Asset Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Prodigy Asset Management held 1,000 shares of Caterpillar worth $1.06M as of Q2 2026.
Prodigy Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.32% of Prodigy Asset Management's portfolio in Q2 2026, its #14 holding.
Prodigy Asset Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prodigy Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.