PFS
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Prospect Financial Services’s Caterpillar CAT Stock Holding History

Prospect Financial Services’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 		$223K Buy
+209
New +$184K 0.11% 106

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Prospect Financial Services's CAT Position: Q2 2026 in Review

Prospect Financial Services opened a new position in Caterpillar (CAT) in Q2 2026: 209 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prospect Financial Services held 209 shares of Caterpillar worth $223K as of Q2 2026.
  • Caterpillar was a new Prospect Financial Services position in Q2 2026.
  • Caterpillar made up 0.11% of Prospect Financial Services's portfolio in Q2 2026, its #106 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.