Massachusetts Wealth Management
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Massachusetts Wealth Management’s Caterpillar CAT Stock Holding History

Massachusetts Wealth Management’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
Q3 		$4.16M Sell
5,131
-1,010
-16% -$857K 1.68% 19
2026
Q2 		$6.54M Sell
6,141
-5
-0.1% -$4.39K 2.49% 8
2026
Q1 		$4.35M Sell
6,146
-210
-3% -$145K 1.89% 15
2025
Q4 		$3.64M Sell
6,356
-126
-2% -$70K 1.69% 16
2025
Q3 		$3.09M Buy
6,482
+220
+4% +$93.9K 1.53% 19
2025
Q2 		$2.43M Buy
6,262
+115
+2% +$38.3K 1.37% 29
2025
Q1 		$2.03M Sell
6,147
-310
-5% -$110K 1.39% 32
2024
Q4 		$2.34M Hold
6,457
– – 1.45% 24
2024
Q3 		$2.53M Buy
6,457
+80
+1% +$27.6K 1.59% 21
2024
Q2 		$2.12M Sell
6,377
-125
-2% -$43.3K 1.43% 25
2024
Q1 		$2.38M Buy
6,502
+275
+4% +$87.9K 1.68% 17
2023
Q4 		$1.84M Buy
6,227
+276
+5% +$71.6K 1.49% 22
2023
Q3 		$1.62M Hold
5,951
– – 1.49% 20
2023
Q2 		$1.46M Buy
5,951
+245
+4% +$54.6K 1.4% 27
2023
Q1 		$1.31M Sell
5,706
-125
-2% -$30.2K 1.35% 29
2022
Q4 		$1.47M Buy
+5,831
New +$1.27M 1.42% 26

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Massachusetts Wealth Management's CAT Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its Caterpillar (CAT) stake by 16% in Q3 2026, selling an estimated $857K and leaving 5,131 shares worth $4.16M. The position accounts for 1.68% of the portfolio, ranked #19.

Massachusetts Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.54M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Massachusetts Wealth Management held 5,131 shares of Caterpillar worth $4.16M as of Q3 2026.
  • Massachusetts Wealth Management sold 1,010 Caterpillar shares in Q3 2026, an estimated $857K.
  • Caterpillar made up 1.68% of Massachusetts Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Massachusetts Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Massachusetts Wealth Management's Caterpillar position peaked at $6.54M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.