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MASECO Private Wealth’s Caterpillar CAT Stock Holding History

MASECO Private Wealth’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Buy
272
+22
+9% +$15.2K 0.01% 108
2025
Q4 		$143K Buy
+250
New +$139K 0.01% 103
2025
Q3 		– Sell
-115
Closed -$44.8K – 317
2025
Q2 		$44.8K Buy
+115
New +$38.3K ﹤0.01% 177

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MASECO Private Wealth's CAT Position: Q1 2026 in Review

MASECO Private Wealth increased its Caterpillar (CAT) stake by 8.8% in Q1 2026, buying an estimated $15.2K and bringing the position to 272 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #108.

MASECO Private Wealth first reported a position in CAT in Q2 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MASECO Private Wealth held 272 shares of Caterpillar worth $193K as of Q1 2026.
  • MASECO Private Wealth bought 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #108 holding.
  • MASECO Private Wealth first reported a position in Caterpillar in Q2 2025 and has held it in 3 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.