Mascoma Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.3K | Sell |
51
-30
| -37% | -$26.4K | 0.01% | 180 |
|
|
2026
Q1 | $57.4K | Hold |
81
| – | – | 0.01% | 176 |
|
|
2025
Q4 | $46.4K | Buy |
81
+6
| +8% | +$3.33K | 0.01% | 185 |
|
|
2025
Q3 | $35.8K | Hold |
75
| – | – | 0.01% | 220 |
|
|
2025
Q2 | $29.1K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $24.7K | Hold |
75
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $27.2K | Hold |
75
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $29.3K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $25K | Sell |
75
-80
| -52% | -$27.7K | 0.01% | 251 |
|
|
2024
Q1 | $56.8K | Hold |
155
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $45.8K | Hold |
155
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $42.3K | Hold |
155
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $43.8K | Hold |
155
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $33.9K | Hold |
155
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $37.1K | Hold |
155
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $25K | Hold |
155
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $28K | Hold |
155
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $35K | Hold |
155
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $32K | Sell |
155
-250
| -62% | -$50.3K | 0.01% | 268 |
|
|
2021
Q3 | $78K | Buy |
+405
| New | +$84.3K | 0.03% | 172 |
|
|
2021
Q2 | – | Sell |
-505
| Closed | -$117K | – | 157 |
|
|
2021
Q1 | $117K | Buy |
+505
| New | +$105K | 0.05% | 138 |
|
|
2019
Q3 | $268K | Hold |
2,125
| – | – | 0.17% | 64 |
|
|
2019
Q2 | $290K | Sell |
2,125
-500
| -19% | -$66.1K | 0.18% | 61 |
|
|
2019
Q1 | $356K | Hold |
2,625
| – | – | 0.24% | 52 |
|
|
2018
Q4 | $334K | Hold |
2,625
| – | – | 0.25% | 49 |
|
|
2018
Q3 | $400K | Hold |
2,625
| – | – | 0.26% | 47 |
|
|
2018
Q2 | $356K | Buy |
2,625
+25
| +1% | +$3.73K | 0.25% | 50 |
|
|
2018
Q1 | $383K | Hold |
2,600
| – | – | 0.25% | 48 |
|
|
2017
Q4 | $409K | Sell |
2,600
-1,000
| -28% | -$139K | 0.25% | 42 |
|
|
2017
Q3 | $449K | Hold |
3,600
| – | – | 0.3% | 43 |
|
|
2017
Q2 | $387K | Buy |
3,600
+200
| +6% | +$20.3K | 0.26% | 44 |
|
|
2017
Q1 | $315K | Hold |
3,400
| – | – | 0.23% | 42 |
|
|
2016
Q4 | $315K | Buy |
+3,400
| New | +$308K | 0.23% | 42 |
|
Other funds holding CAT
Mascoma Wealth Management's CAT Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Caterpillar (CAT) stake by 37% in Q2 2026, selling an estimated $26.4K and leaving 51 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #180.
Mascoma Wealth Management first reported a position in CAT in Q4 2016 and has held it in 33 quarters since. The position peaked at $449K in Q3 2017. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Mascoma Wealth Management held 51 shares of Caterpillar worth $54.3K as of Q2 2026.
- Mascoma Wealth Management sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
- Caterpillar made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #180 holding.
- Mascoma Wealth Management first reported a position in Caterpillar in Q4 2016 and has held it in 33 quarters since.
- Mascoma Wealth Management's Caterpillar position peaked at $449K in Q3 2017.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.