PCM
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Prospera Capital Management’s Caterpillar CAT Stock Holding History

Prospera 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
Q4 		– Sell
-549
Closed -$262K – 44
2025
Q3 		$262K Hold
549
– – 0.13% 42
2025
Q2 		$213K Buy
+549
New +$183K 0.12% 41

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prospera Capital Management's CAT Position: Q4 2025 in Review

Prospera Capital Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 549 shares — an estimated $262K sold.

Prospera Capital Management first reported a position in CAT in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Prospera Capital Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Prospera Capital Management sold 549 Caterpillar shares in Q4 2025, an estimated $262K.
  • Prospera Capital Management first reported a position in Caterpillar in Q2 2025 and held it in 2 quarters.
  • Prospera Capital Management's Caterpillar position peaked at $262K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Prospera Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.