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Caterpillar shares owned by Prota Financial

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prota Financial from 13F filings

Historical chart of Prota Financial investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Prota Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $666k 940 708.46
2025-12-31 $510k 891 572.87

More positions owned by Prota Financial

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Intl Sel Div Etf (IDV)
Owl Rock Capital Corporation (OBDC)
Blackstone Secd Lending Common Stock (BXSL)
Alps Etf Tr Alerian Mlp (AMLP)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Putnam Etf Trust Bdc Income Etf (PBDC)

View all positions for Prota Financial

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar