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Livermore
Livermore
ZHEN

Prospera Financial Services Inc

SEC CIK
0001541625
Latest filing
Jul 15, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Prospera Financial Services Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
97,568
Value
$103.9M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of CAT by Prospera Financial Services Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,568$103.9M1.5%+2,124+2.2%AddedHolders
Q1 202695,444$67.6M1.1%+6,994+7.9%AddedHolders
Q4 202588,450$50.7M0.8%+16,785+23.4%AddedHolders
Q3 202571,665$34.2M0.6%−3,385−4.5%ReducedHolders
Q2 202575,050$29.1M0.5%−30,557−28.9%ReducedHolders
Q1 2025105,607$34.8M0.8%+1,921+1.9%AddedHolders
Q4 2024103,686$37.6M0.9%+8,066+8.4%AddedHolders
Q3 202495,620$37.4M1.0%+7,293+8.3%AddedHolders
Q2 202488,327$29.4M0.8%+53,519+153.8%AddedHolders
Q1 202434,808$12.8M0.4%−2,392−6.4%ReducedHolders
Q4 202337,200$11.0M0.4%+2,411+6.9%AddedHolders
Q3 202334,789$9.50M0.4%−3,146−8.3%ReducedHolders
Q2 202337,935$9.34M0.4%+1,353+3.7%AddedHolders
Q1 202336,582$8.37M0.3%+2,092+6.1%AddedHolders
Q4 202234,490$8.26M0.4%−4,181−10.8%ReducedHolders
Q3 202238,671$6.35M0.3%+4,047+11.7%AddedHolders
Q2 202234,624$6.19M0.3%−2,357−6.4%ReducedHolders
Q1 202236,981$8.24M0.3%+7,859+27.0%AddedHolders
Q4 202129,122$6.02M0.3%+2,316+8.6%AddedHolders
Q3 202126,806$5.15M0.3%−1,865−6.5%ReducedHolders
Q2 202128,671$6.24M0.3%+8,356+41.1%AddedHolders
Q1 202120,315$4.71M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.