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
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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prosperitas Financial's CAT Position: Q1 2026 in Review

Prosperitas Financial held its Caterpillar (CAT) position steady in Q1 2026 at 2,454 shares worth $1.74M. The position accounts for 0.65% of the portfolio, ranked #35.

Prosperitas Financial first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,747 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Prosperitas Financial held 2,454 shares of Caterpillar worth $1.74M as of Q1 2026.
  • Prosperitas Financial left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.65% of Prosperitas Financial's portfolio in Q1 2026, its #35 holding.
  • Prosperitas Financial first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,747 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.