PF
CAT icon

Prota Financial’s Caterpillar CAT Stock Holding History

Prota Financial’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 		$815K Sell
822
-118
-13% -$104K 0.54% 27
2026
Q1 		$666K Buy
940
+49
+5% +$33.9K 0.48% 25
2025
Q4 		$510K Buy
+891
New +$495K 0.37% 37

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Prota Financial's CAT Position: Q2 2026 in Review

Prota Financial reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $104K and leaving 822 shares worth $815K. The position accounts for 0.54% of the portfolio, ranked #27.

Prota Financial first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Prota Financial held 822 shares of Caterpillar worth $815K as of Q2 2026.
  • Prota Financial sold 118 Caterpillar shares in Q2 2026, an estimated $104K.
  • Caterpillar made up 0.54% of Prota Financial's portfolio in Q2 2026, its #27 holding.
  • Prota Financial first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.