Prudential plc’s Caterpillar CAT Stock Holding History

Prudential plc’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	$17.9M	Buy	25,277 +4,202	+20%	+$2.91M	0.1%	119
2025 Q4	$12.1M	Buy	21,075 +11,584	+122%	+$6.44M	0.1%	167
2025 Q3	$4.53M	Sell	9,491 -269	-3%	-$115K	0.03%	299
2025 Q2	$3.79M	Buy	9,760 +1,131	+13%	+$377K	0.02%	315
2025 Q1	$2.85M	Sell	8,629 -3,329	-28%	-$1.19M	0.01%	343
2024 Q4	$4.34M	Sell	11,958 -1,793	-13%	-$695K	0.02%	272
2024 Q3	$5.38M	Buy	13,751 +3,418	+33%	+$1.18M	0.03%	252
2024 Q2	$3.44M	Buy	10,333 +2,854	+38%	+$990K	0.02%	315
2024 Q1	$2.74M	Sell	7,479 -13,399	-64%	-$4.28M	0.02%	356
2023 Q4	$6.17M	Buy	20,878 +552	+3%	+$143K	0.06%	199
2023 Q3	$5.55M	Sell	20,326 -16,975	-46%	-$4.61M	0.06%	184
2023 Q2	$9.18M	Sell	37,301 -742	-2%	-$165K	0.11%	129
2023 Q1	$8.71M	Buy	38,043 +66	+0.2%	+$16K	0.1%	125
2022 Q4	$9.1M	Buy	37,977 +12,328	+48%	+$2.68M	0.11%	115
2022 Q3	$4.21M	Buy	25,649 +758	+3%	+$138K	0.07%	190
2022 Q2	$4.45M	Buy	24,891 +695	+3%	+$146K	0.08%	173
2022 Q1	$5.39M	Buy	24,196 +10,688	+79%	+$2.24M	0.08%	154
2021 Q4	$2.79M	Buy	+13,508	New	+$2.72M	0.04%	215
2021 Q3	–	Sell	-116,850	Closed	-$25.4M	–	466
2021 Q2	$25.4M	Sell	116,850 -294,725	-72%	-$68.1M	0.24%	69
2021 Q1	$95.4M	Sell	411,575 -25,075	-6%	-$5.19M	0.66%	34
2020 Q4	$79.5M	Sell	436,650 -24,650	-5%	-$4.18M	0.42%	54
2020 Q3	$68.8M	Sell	461,300 -50,600	-10%	-$7.11M	0.34%	132
2020 Q2	$64.8M	Sell	511,900 -419,200	-45%	-$49.7M	0.31%	117
2020 Q1	$108M	Sell	931,100 -321,800	-26%	-$41.1M	0.58%	41
2019 Q4	$185M	Sell	1,252,900 -34,742	-3%	-$4.85M	0.78%	39
2019 Q3	$163M	Sell	1,287,642 -30,349	-2%	-$3.86M	0.48%	59
2019 Q2	$180M	Buy	1,317,991 +66,300	+5%	+$8.76M	0.55%	49
2019 Q1	$170M	Sell	1,251,691 -126,500	-9%	-$16.8M	0.61%	46
2018 Q4	$175M	Sell	1,378,191 -22,100	-2%	-$2.88M	0.71%	38
2018 Q3	$214M	Sell	1,400,291 -186,627	-12%	-$26.4M	0.69%	37
2018 Q2	$215M	Buy	1,586,918 +80,350	+5%	+$12M	0.67%	35
2018 Q1	$222M	Sell	1,506,568 -25,206	-2%	-$3.98M	0.69%	38
2017 Q4	$241M	Sell	1,531,774 -274,126	-15%	-$38M	0.74%	26
2017 Q3	$225M	Sell	1,805,900 -102,020	-5%	-$11.7M	0.71%	31
2017 Q2	$205M	Sell	1,907,920 -175,400	-8%	-$17.8M	0.67%	36
2017 Q1	$193M	Buy	2,083,320 +65,933	+3%	+$6.24M	0.65%	38
2016 Q4	$187M	Buy	2,017,387 +192,700	+11%	+$17.5M	0.66%	41
2016 Q3	$162M	Sell	1,824,687 -252,106	-12%	-$20.6M	0.61%	47
2016 Q2	$157M	Buy	2,076,793 +107,200	+5%	+$8.03M	0.62%	46
2016 Q1	$151M	Sell	1,969,593 -133,670	-6%	-$8.97M	0.61%	48
2015 Q4	$143M	Buy	2,103,263 +64,400	+3%	+$4.5M	0.58%	52
2015 Q3	$133M	Buy	2,038,863 +331,700	+19%	+$25.4M	0.57%	51
2015 Q2	$145M	Buy	1,707,163 +134,372	+9%	+$11.6M	0.55%	52
2015 Q1	$126M	Buy	1,572,791 +149,923	+11%	+$12.5M	0.56%	44
2014 Q4	$130M	Buy	1,422,868 +177,500	+14%	+$17.3M	0.55%	43
2014 Q3	$123M	Buy	1,245,368 +243,008	+24%	+$25.8M	0.51%	52
2014 Q2	$109M	Buy	1,002,360 +58,822	+6%	+$6.17M	0.45%	61
2014 Q1	$93.8M	Sell	943,538 -722,834	-43%	-$68.2M	0.42%	67
2013 Q4	$151M	Buy	1,666,372 +32,486	+2%	+$2.77M	0.65%	41
2013 Q3	$136M	Sell	1,633,886 -339,398	-17%	-$28.7M	0.69%	37
2013 Q2	$163M	Buy	+1,973,284	New	+$168M	0.88%	29

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential plc's CAT Position: Q1 2026 in Review

Prudential plc increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $2.91M and bringing the position to 25,277 shares worth $17.9M. The position accounts for 0.1% of the portfolio, ranked #119.

Prudential plc first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. The position peaked at $241M in Q4 2017. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Prudential plc held 25,277 shares of Caterpillar worth $17.9M as of Q1 2026.
Prudential plc bought 4,202 Caterpillar shares in Q1 2026, an estimated $2.91M.
Caterpillar made up 0.1% of Prudential plc's portfolio in Q1 2026, its #119 holding.
Prudential plc first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
Prudential plc's Caterpillar position peaked at $241M in Q4 2017.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.