Caterpillar shares owned by Prosperity Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prosperity Financial Group
from 13F filings
Historical chart of Prosperity Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Prosperity Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.2k | 477.15 |
| 2025-06-30 | $798k | 2.1k | 388.21 |
| 2025-03-31 | $702k | 2.1k | 329.80 |
| 2024-12-31 | $780k | 2.1k | 362.76 |
| 2024-09-30 | $739k | 1.9k | 391.12 |
| 2024-06-30 | $601k | 1.8k | 333.10 |
| 2024-03-31 | $624k | 1.7k | 366.43 |
| 2023-09-30 | $420k | 1.5k | 273.00 |
| 2023-06-30 | $356k | 1.4k | 246.05 |
| 2023-03-31 | $321k | 1.4k | 228.84 |
| 2022-12-31 | $333k | 1.4k | 239.56 |
More positions owned by Prosperity Financial Group
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