MASECO Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
MASECO Private Wealth's CAT Position: Q2 2026 in Review
MASECO Private Wealth reduced its Caterpillar (CAT) stake by 5.1% in Q2 2026, selling an estimated $12.3K and leaving 258 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #105.
MASECO Private Wealth first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- MASECO Private Wealth held 258 shares of Caterpillar worth $274K as of Q2 2026.
- MASECO Private Wealth sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
- Caterpillar made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #105 holding.
- MASECO Private Wealth first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.