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Prosperity Consulting Group’s Caterpillar CAT Stock Holding History

Prosperity Consulting Group’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 		$3.01M Sell
4,254
-1
-0% -$693 0.13% 121
2025
Q4 		$2.44M Buy
4,255
+455
+12% +$253K 0.11% 138
2025
Q3 		$1.81M Buy
3,800
+577
+18% +$246K 0.09% 178
2025
Q2 		$1.25M Buy
3,223
+120
+4% +$40K 0.09% 193
2025
Q1 		$1.02M Sell
3,103
-232
-7% -$82.6K 0.08% 215
2024
Q4 		$1.21M Buy
3,335
+125
+4% +$48.5K 0.09% 204
2024
Q3 		$1.26M Sell
3,210
-2,870
-47% -$991K 0.1% 201
2024
Q2 		$2.03M Sell
6,080
-681
-10% -$236K 0.27% 100
2024
Q1 		$2.48M Buy
6,761
+1,252
+23% +$400K 0.31% 93
2023
Q4 		$1.63M Buy
5,509
+215
+4% +$55.8K 0.55% 41
2023
Q3 		$1.45M Buy
5,294
+4,060
+329% +$1.1M 0.66% 38
2023
Q2 		$304K Sell
1,234
-88
-7% -$19.6K 0.19% 84
2023
Q1 		$302K Sell
1,322
-119
-8% -$28.8K 0.19% 86
2022
Q4 		$345K Sell
1,441
-19
-1% -$4.14K 0.23% 76
2022
Q3 		$240K Sell
1,460
-43
-3% -$7.86K 0.2% 82
2022
Q2 		$269K Buy
1,503
+46
+3% +$9.69K 0.23% 73
2022
Q1 		$325K Buy
1,457
+4
+0.3% +$839 0.24% 73
2021
Q4 		$298K Buy
+1,453
New +$293K 0.22% 80

Other funds holding CAT

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
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 $295B AUM 31.6% 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

Prosperity Consulting Group's CAT Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Caterpillar (CAT) stake by 0.02% in Q1 2026, selling an estimated $693 and leaving 4,254 shares worth $3.01M. The position accounts for 0.13% of the portfolio, ranked #121.

Prosperity Consulting Group first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Prosperity Consulting Group held 4,254 shares of Caterpillar worth $3.01M as of Q1 2026.
  • Prosperity Consulting Group sold 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.13% of Prosperity Consulting Group's portfolio in Q1 2026, its #121 holding.
  • Prosperity Consulting Group first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.