Prosperity Capital Advisors’s Caterpillar CAT Stock Holding History

Prosperity Capital Advisors’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	$4.29M	Sell	4,025 -71	-2%	-$62.4K	0.21%	78
2026 Q1	$2.9M	Sell	4,096 -144	-3%	-$99.7K	0.17%	96
2025 Q4	$2.43M	Buy	4,240 +117	+3%	+$65K	0.15%	102
2025 Q3	$1.97M	Buy	4,123 +9	+0.2%	+$3.84K	0.11%	124
2025 Q2	$1.6M	Buy	4,114 +363	+10%	+$121K	0.1%	134
2025 Q1	$1.24M	Sell	3,751 -85	-2%	-$30.3K	0.1%	137
2024 Q4	$1.39M	Buy	3,836 +118	+3%	+$45.8K	0.11%	131
2024 Q3	$1.45M	Sell	3,718 -186	-5%	-$64.2K	0.12%	121
2024 Q2	$1.3M	Sell	3,904 -37	-0.9%	-$12.8K	0.14%	108
2024 Q1	$1.44M	Buy	+3,941	New	+$1.26M	0.17%	97

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Prosperity Capital Advisors's CAT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Caterpillar (CAT) stake by 1.7% in Q2 2026, selling an estimated $62.4K and leaving 4,025 shares worth $4.29M. The position accounts for 0.21% of the portfolio, ranked #78.

Prosperity Capital Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Prosperity Capital Advisors held 4,025 shares of Caterpillar worth $4.29M as of Q2 2026.
Prosperity Capital Advisors sold 71 Caterpillar shares in Q2 2026, an estimated $62.4K.
Caterpillar made up 0.21% of Prosperity Capital Advisors's portfolio in Q2 2026, its #78 holding.
Prosperity Capital Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.