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Prosperity Financial Group’s Caterpillar CAT Stock Holding History

Prosperity Financial 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
Q2 		$3.2M Sell
3,009
-95
-3% -$83.5K 0.99% 31
2026
Q1 		$2.2M Buy
3,104
+590
+23% +$409K 0.81% 35
2025
Q4 		$1.44M Buy
2,514
+294
+13% +$163K 0.52% 56
2025
Q3 		$1.06M Buy
2,220
+164
+8% +$70K 0.39% 69
2025
Q2 		$798K Sell
2,056
-71
-3% -$23.7K 0.34% 75
2025
Q1 		$701K Sell
2,127
-22
-1% -$7.84K 0.35% 73
2024
Q4 		$780K Buy
2,149
+259
+14% +$100K 0.39% 67
2024
Q3 		$739K Buy
1,890
+87
+5% +$30K 0.41% 64
2024
Q2 		$601K Buy
1,803
+99
+6% +$34.3K 0.38% 66
2024
Q1 		$624K Buy
1,704
+125
+8% +$40K 0.39% 64
2023
Q4 		$467K Buy
1,579
+39
+3% +$10.1K 0.32% 68
2023
Q3 		$420K Buy
1,540
+94
+7% +$25.5K 0.35% 66
2023
Q2 		$356K Buy
1,446
+43
+3% +$9.59K 0.31% 75
2023
Q1 		$321K Buy
1,403
+14
+1% +$3.38K 0.32% 70
2022
Q4 		$333K Buy
+1,389
New +$302K 0.36% 58

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prosperity Financial Group's CAT Position: Q2 2026 in Review

Prosperity Financial Group reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $83.5K and leaving 3,009 shares worth $3.2M. The position accounts for 0.99% of the portfolio, ranked #31.

Prosperity Financial Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prosperity Financial Group held 3,009 shares of Caterpillar worth $3.2M as of Q2 2026.
  • Prosperity Financial Group sold 95 Caterpillar shares in Q2 2026, an estimated $83.5K.
  • Caterpillar made up 0.99% of Prosperity Financial Group's portfolio in Q2 2026, its #31 holding.
  • Prosperity Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.