MWM
CAT icon

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
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

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

Massachusetts Wealth Management's CAT Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its Caterpillar (CAT) stake by 0.08% in Q2 2026, selling an estimated $4.39K and leaving 6,141 shares worth $6.54M. The position accounts for 2.49% of the portfolio, ranked #8.

Massachusetts Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Massachusetts Wealth Management held 6,141 shares of Caterpillar worth $6.54M as of Q2 2026.
  • Massachusetts Wealth Management sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 2.49% of Massachusetts Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Massachusetts Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.