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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
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
-661,308
-100% -$179M 0.38% 55
2023
Q2 		$706K Buy
664,167
+661,180
+22,135% +$147M 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 $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

Prostatis Group's CAT Position: Q1 2026 in Review

Prostatis Group reduced its Caterpillar (CAT) stake by 9% in Q1 2026, selling an estimated $62.3K and leaving 905 shares worth $641K. The position accounts for 0.16% of the portfolio, ranked #94.

Prostatis Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $768K in Q3 2023. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Prostatis Group held 905 shares of Caterpillar worth $641K as of Q1 2026.
  • Prostatis Group sold 90 Caterpillar shares in Q1 2026, an estimated $62.3K.
  • Caterpillar made up 0.16% of Prostatis Group's portfolio in Q1 2026, its #94 holding.
  • Prostatis Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • Prostatis Group's Caterpillar position peaked at $768K in Q3 2023.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.