Caterpillar shares owned by Prosperitas Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prosperitas Financial
from 13F filings
Historical chart of Prosperitas Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Prosperitas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.21 |
| 2025-06-30 | $1.1M | 2.7k | 388.23 |
| 2025-03-31 | $907k | 2.8k | 329.77 |
| 2024-12-31 | $1.0M | 2.8k | 362.79 |
| 2024-09-30 | $1.1M | 2.8k | 391.10 |
| 2024-06-30 | $909k | 2.7k | 333.11 |
| 2024-03-31 | $998k | 2.7k | 366.45 |
| 2023-12-31 | $837k | 2.8k | 295.75 |
| 2023-09-30 | $861k | 3.2k | 273.05 |