MWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Wealth Management's CAT Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Caterpillar (CAT) stake by 3.3% in Q1 2026, selling an estimated $145K and leaving 6,146 shares worth $4.35M. The position accounts for 1.89% of the portfolio, ranked #15.

Massachusetts Wealth Management first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Massachusetts Wealth Management held 6,146 shares of Caterpillar worth $4.35M as of Q1 2026.
  • Massachusetts Wealth Management sold 210 Caterpillar shares in Q1 2026, an estimated $145K.
  • Caterpillar made up 1.89% of Massachusetts Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Massachusetts Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.