Prosperity Financial Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Prosperity Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Ser Tr Bloomberg High Y (JNK)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Putnam Etf Trust Focused Lar Cap (PVAL)
Global X Fds Rbtcs Artfl Inte (BOTZ)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Proshares Tr S&p 500 High Inc (ISPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Prosperity Financial Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar