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Mason & Associates (California)’s Caterpillar CAT Stock Holding History

Mason & Associates (California)’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
Q2 		$589K Sell
553
-15
-3% -$13.2K 0.1% 110
2026
Q1 		$379K Buy
568
+9
+2% +$6.23K 0.07% 125
2025
Q4 		$320K Buy
559
+18
+3% +$10K 0.06% 129
2025
Q3 		$258K Buy
+541
New +$231K 0.05% 116
2024
Q4 		– Sell
-513
Closed -$201K – 109
2024
Q3 		$201K Buy
+513
New +$177K 0.05% 109

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Mason & Associates (California)'s CAT Position: Q2 2026 in Review

Mason & Associates (California) reduced its Caterpillar (CAT) stake by 2.6% in Q2 2026, selling an estimated $13.2K and leaving 553 shares worth $589K. The position accounts for 0.1% of the portfolio, ranked #110.

Mason & Associates (California) first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mason & Associates (California) held 553 shares of Caterpillar worth $589K as of Q2 2026.
  • Mason & Associates (California) sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.1% of Mason & Associates (California)'s portfolio in Q2 2026, its #110 holding.
  • Mason & Associates (California) first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.