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Prostatis Group’s Caterpillar CAT Stock Holding History

Prostatis 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 		$868K Sell
815
-90
-10% -$79.1K 0.2% 82
2026
Q1 		$641K Sell
905
-90
-9% -$62.3K 0.16% 94
2025
Q4 		$570K Buy
995
+402
+68% +$223K 0.14% 100
2025
Q3 		$283K Sell
593
-259
-30% -$111K 0.07% 137
2025
Q2 		$331K Sell
852
-176
-17% -$58.7K 0.09% 113
2025
Q1 		$339K Sell
1,028
-251
-20% -$89.4K 0.11% 109
2024
Q4 		$464K Buy
1,279
+173
+16% +$67.1K 0.14% 108
2024
Q3 		$433K Sell
1,106
-47
-4% -$16.2K 0.14% 99
2024
Q2 		$384K Buy
1,153
+111
+11% +$38.5K 0.13% 107
2024
Q1 		$382K Buy
1,042
+87
+9% +$27.8K 0.14% 104
2023
Q4 		$282K Sell
955
-1,904
-67% -$494K 0.12% 109
2023
Q3 		$768K Sell
2,859
-11
-0.4% -$2.98K 0.38% 55
2023
Q2 		$706K Sell
2,870
-117
-4% -$26.1K 0.33% 65
2023
Q1 		$682K Sell
2,987
-15
-0.5% -$3.63K 0.36% 59
2022
Q4 		$719K Buy
+3,002
New +$654K 0.44% 54

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
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

Prostatis Group's CAT Position: Q2 2026 in Review

Prostatis Group reduced its Caterpillar (CAT) stake by 9.9% in Q2 2026, selling an estimated $79.1K and leaving 815 shares worth $868K. The position accounts for 0.2% of the portfolio, ranked #82.

Prostatis Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prostatis Group held 815 shares of Caterpillar worth $868K as of Q2 2026.
  • Prostatis Group sold 90 Caterpillar shares in Q2 2026, an estimated $79.1K.
  • Caterpillar made up 0.2% of Prostatis Group's portfolio in Q2 2026, its #82 holding.
  • Prostatis Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.