Massachusetts Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13B | Sell |
1,583,565
-252,359
| -14% | -$175M | 0.38% | 75 |
|
|
2025
Q4 | $1.05B | Buy |
1,835,924
+5,510
| +0.3% | +$3.06M | 0.34% | 87 |
|
|
2025
Q3 | $873M | Buy |
1,830,414
+1,736,631
| +1,852% | +$741M | 0.27% | 98 |
|
|
2025
Q2 | $36.4M | Buy |
+93,783
| New | +$31.3M | 0.01% | 527 |
|
|
2023
Q4 | – | Sell |
-536,083
| Closed | -$146M | – | 838 |
|
|
2023
Q3 | $146M | Buy |
536,083
+208,952
| +64% | +$56.7M | 0.05% | 292 |
|
|
2023
Q2 | $80.5M | Sell |
327,131
-349,321
| -52% | -$77.9M | 0.03% | 385 |
|
|
2023
Q1 | $155M | Buy |
+676,452
| New | +$164M | 0.05% | 279 |
|
|
2021
Q4 | – | Sell |
-84,414
| Closed | -$16.2M | – | 896 |
|
|
2021
Q3 | $16.2M | Sell |
84,414
-33,462
| -28% | -$6.97M | ﹤0.01% | 632 |
|
|
2021
Q2 | $25.7M | Sell |
117,876
-179,745
| -60% | -$41.5M | 0.01% | 589 |
|
|
2021
Q1 | $69M | Sell |
297,621
-97,403
| -25% | -$20.2M | 0.02% | 433 |
|
|
2020
Q4 | $71.9M | Buy |
395,024
+84,096
| +27% | +$14.3M | 0.02% | 416 |
|
|
2020
Q3 | $46.4M | Buy |
310,928
+11,127
| +4% | +$1.56M | 0.02% | 439 |
|
|
2020
Q2 | $37.9M | Sell |
299,801
-9,693
| -3% | -$1.15M | 0.02% | 455 |
|
|
2020
Q1 | $35.9M | Buy |
+309,494
| New | +$39.5M | 0.02% | 421 |
|
|
2018
Q4 | – | Sell |
-15,141
| Closed | -$2.31M | – | 856 |
|
|
2018
Q3 | $2.31M | Sell |
15,141
-3,261
| -18% | -$461K | ﹤0.01% | 707 |
|
|
2018
Q2 | $2.5M | Sell |
18,402
-6,568
| -26% | -$981K | ﹤0.01% | 703 |
|
|
2018
Q1 | $3.68M | Sell |
24,970
-2,304
| -8% | -$364K | ﹤0.01% | 679 |
|
|
2017
Q4 | $4.3M | Buy |
27,274
+2,177
| +9% | +$302K | ﹤0.01% | 670 |
|
|
2017
Q3 | $3.13M | Buy |
+25,097
| New | +$2.89M | ﹤0.01% | 680 |
|
|
2016
Q4 | – | Sell |
-1,738,592
| Closed | -$154M | – | 866 |
|
|
2016
Q3 | $154M | Sell |
1,738,592
-713,804
| -29% | -$58.4M | 0.08% | 212 |
|
|
2016
Q2 | $186M | Sell |
2,452,396
-62,799
| -2% | -$4.7M | 0.09% | 189 |
|
|
2016
Q1 | $193M | Buy |
2,515,195
+33,503
| +1% | +$2.25M | 0.1% | 182 |
|
|
2015
Q4 | $169M | Buy |
2,481,692
+726,690
| +41% | +$50.8M | 0.09% | 186 |
|
|
2015
Q3 | $115M | Buy |
1,755,002
+1,617,257
| +1,174% | +$124M | 0.06% | 226 |
|
|
2015
Q2 | $11.7M | Sell |
137,745
-2,770
| -2% | -$238K | 0.01% | 597 |
|
|
2015
Q1 | $11.2M | Sell |
140,515
-21,498
| -13% | -$1.79M | 0.01% | 612 |
|
|
2014
Q4 | $14.8M | Buy |
162,013
+4,040
| +3% | +$393K | 0.01% | 577 |
|
|
2014
Q3 | $15.6M | Buy |
157,973
+25,741
| +19% | +$2.73M | 0.01% | 579 |
|
|
2014
Q2 | $14.4M | Buy |
+132,232
| New | +$13.9M | 0.01% | 583 |
|
Other funds holding CAT
VCM
VPM
Massachusetts Financial Services's CAT Position: Q1 2026 in Review
Massachusetts Financial Services reduced its Caterpillar (CAT) stake by 14% in Q1 2026, selling an estimated $175M and leaving 1,583,565 shares worth $1.13B. The position accounts for 0.38% of the portfolio, ranked #75.
Massachusetts Financial Services first reported a position in CAT in Q2 2014 and has held it in 29 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Massachusetts Financial Services held 1,583,565 shares of Caterpillar worth $1.13B as of Q1 2026.
- Massachusetts Financial Services sold 252,359 Caterpillar shares in Q1 2026, an estimated $175M.
- Caterpillar made up 0.38% of Massachusetts Financial Services's portfolio in Q1 2026, its #75 holding.
- Massachusetts Financial Services first reported a position in Caterpillar in Q2 2014 and has held it in 29 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.