MPWT
CAT icon

MassMutual Private Wealth & Trust’s Caterpillar CAT Stock Holding History

MassMutual Private Wealth & Trust’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 		$45.3M Sell
42,523
-5,663
-12% -$4.97M 1.17% 20
2026
Q1 		$34.1M Sell
48,186
-6,145
-11% -$4.26M 0.93% 29
2025
Q4 		$31.1M Sell
54,331
-2,709
-5% -$1.51M 0.8% 32
2025
Q3 		$27.2M Sell
57,040
-2,118
-4% -$904K 0.69% 37
2025
Q2 		$23M Buy
59,158
+1,641
+3% +$547K 0.61% 42
2025
Q1 		$19M Buy
57,517
+642
+1% +$229K 0.55% 48
2024
Q4 		$20.6M Buy
56,875
+561
+1% +$218K 0.58% 48
2024
Q3 		$22M Sell
56,314
-21
-0% -$7.25K 0.63% 45
2024
Q2 		$18.8M Sell
56,335
-1,524
-3% -$528K 0.57% 48
2024
Q1 		$21.2M Sell
57,859
-1,796
-3% -$574K 0.66% 44
2023
Q4 		$17.6M Sell
59,655
-2,510
-4% -$651K 0.59% 47
2023
Q3 		$17M Sell
62,165
-160
-0.3% -$43.4K 0.63% 42
2023
Q2 		$15.3M Buy
62,325
+1,017
+2% +$227K 0.55% 49
2023
Q1 		$14M Buy
61,308
+37,505
+158% +$9.07M 0.54% 48
2022
Q4 		$5.7M Buy
23,803
+408
+2% +$88.8K 0.23% 107
2022
Q3 		$3.84M Buy
23,395
+440
+2% +$80.4K 0.17% 131
2022
Q2 		$4.1M Sell
22,955
-140
-0.6% -$29.5K 0.18% 130
2022
Q1 		$5.15M Buy
23,095
+3,628
+19% +$761K 0.19% 125
2021
Q4 		$4.03M Buy
19,467
+1,097
+6% +$221K 0.15% 145
2021
Q3 		$3.53M Buy
18,370
+5,254
+40% +$1.09M 0.15% 141
2021
Q2 		$2.85M Buy
13,116
+1,212
+10% +$280K 0.12% 153
2021
Q1 		$2.76M Buy
11,904
+2,814
+31% +$583K 0.13% 148
2020
Q4 		$1.66M Buy
9,090
+959
+12% +$163K 0.08% 171
2020
Q3 		$1.21M Buy
8,131
+7,238
+811% +$1.02M 0.07% 179
2020
Q2 		$113K Buy
893
+631
+241% +$74.8K 0.01% 356
2020
Q1 		$30K Sell
262
-15
-5% -$1.92K ﹤0.01% 412
2019
Q4 		$41K Sell
277
-8
-3% -$1.12K ﹤0.01% 451
2019
Q3 		$36K Sell
285
-283
-50% -$36K ﹤0.01% 458
2019
Q2 		$77K Sell
568
-892
-61% -$118K 0.01% 393
2019
Q1 		$198K Buy
1,460
+13
+0.9% +$1.73K 0.01% 340
2018
Q4 		$184K Sell
1,447
-11
-0.8% -$1.43K 0.02% 324
2018
Q3 		$222K Buy
1,458
+100
+7% +$14.1K 0.02% 325
2018
Q2 		$184K Sell
1,358
-148
-10% -$22.1K 0.01% 341
2018
Q1 		$222K Sell
1,506
-69
-4% -$10.9K 0.02% 323
2017
Q4 		$248K Buy
1,575
+162
+11% +$22.5K 0.02% 322
2017
Q3 		$176K Buy
1,413
+1,096
+346% +$126K 0.01% 360
2017
Q2 		$34.1K Sell
317
-341
-52% -$34.6K ﹤0.01% 540
2017
Q1 		$61K Buy
658
+200
+44% +$18.9K 0.01% 448
2016
Q4 		$42.5K Buy
+458
New +$41.5K 0.01% 367
2016
Q2 		$34.9K Sell
460
-3,079
-87% -$231K ﹤0.01% 424
2016
Q1 		$271K Buy
3,539
+527
+17% +$35.3K 0.04% 256
2015
Q4 		$205K Buy
3,012
+877
+41% +$61.3K 0.03% 276
2015
Q3 		$211K Buy
2,135
+38
+2% +$2.91K 0.04% 257
2015
Q2 		$228K Buy
2,097
+1,843
+726% +$158K 0.05% 247
2015
Q1 		$20.3K Buy
254
+90
+55% +$7.48K ﹤0.01% 419
2014
Q4 		$15K Sell
164
-1,971
-92% -$192K ﹤0.01% 363
2014
Q3 		$211K Buy
2,135
+1,971
+1,202% +$209K 0.04% 254
2014
Q2 		$17.8K Hold
164
– – 0.01% 307
2014
Q1 		$16.3K Buy
164
+122
+290% +$11.5K 0.01% 284
2013
Q4 		$3.81K Buy
+42
New +$3.59K ﹤0.01% 378

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's CAT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $4.97M and leaving 42,523 shares worth $45.3M. The position accounts for 1.17% of the portfolio, ranked #20.

MassMutual Private Wealth & Trust first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 1,925 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 42,523 shares of Caterpillar worth $45.3M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5,663 Caterpillar shares in Q2 2026, an estimated $4.97M.
  • Caterpillar made up 1.17% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #20 holding.
  • MassMutual Private Wealth & Trust first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
  • 1,925 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.