PF
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Prosperitas Financial's CAT Position: Q2 2026 in Review

Prosperitas Financial reduced its Caterpillar (CAT) stake by 0.08% in Q2 2026, selling an estimated $1.76K and leaving 2,452 shares worth $2.61M. The position accounts for 0.84% of the portfolio, ranked #35.

Prosperitas Financial first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prosperitas Financial held 2,452 shares of Caterpillar worth $2.61M as of Q2 2026.
  • Prosperitas Financial sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.84% of Prosperitas Financial's portfolio in Q2 2026, its #35 holding.
  • Prosperitas Financial first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.