Prosperitas Financial
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Prosperitas Financial’s Caterpillar CAT Stock Holding History

Prosperitas Financial’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
Q3 		$1.99M Buy
2,453
+1
+0% +$848 0.6% 39
2026
Q2 		$2.61M Sell
2,452
-2
-0.1% -$1.76K 0.84% 35
2026
Q1 		$1.74M Hold
2,454
– – 0.65% 35
2025
Q4 		$1.41M Sell
2,454
-254
-9% -$141K 0.55% 37
2025
Q3 		$1.29M Buy
2,708
+2
+0.1% +$854 0.54% 38
2025
Q2 		$1.05M Sell
2,706
-45
-2% -$15K 0.49% 37
2025
Q1 		$907K Sell
2,751
-59
-2% -$21K 0.47% 38
2024
Q4 		$1.02M Sell
2,810
-1
-0% -$388 0.52% 39
2024
Q3 		$1.1M Buy
2,811
+82
+3% +$28.3K 0.59% 39
2024
Q2 		$909K Buy
2,729
+6
+0.2% +$2.08K 0.55% 43
2024
Q1 		$998K Sell
2,723
-106
-4% -$33.9K 0.64% 42
2023
Q4 		$837K Sell
2,829
-323
-10% -$83.8K 0.62% 44
2023
Q3 		$861K Buy
+3,152
New +$855K 0.67% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Prosperitas Financial's CAT Position: Q3 2026 in Review

Prosperitas Financial increased its Caterpillar (CAT) stake by 0.04% in Q3 2026, buying an estimated $848 and bringing the position to 2,453 shares worth $1.99M. The position accounts for 0.6% of the portfolio, ranked #39.

Prosperitas Financial first reported a position in CAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.61M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Prosperitas Financial held 2,453 shares of Caterpillar worth $1.99M as of Q3 2026.
  • Prosperitas Financial bought 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.6% of Prosperitas Financial's portfolio in Q3 2026, its #39 holding.
  • Prosperitas Financial first reported a position in Caterpillar in Q3 2023 and has held it in 13 quarters since.
  • Prosperitas Financial's Caterpillar position peaked at $2.61M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.