MPWT
MassMutual Private Wealth & Trust’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
59,158
+1,641
| +3% | +$637K | 0.61% | 42 |
|
|
2025
Q1 | $19M | Buy |
57,517
+642
| +1% | +$212K | 0.55% | 48 |
|
|
2024
Q4 | $20.6M | Buy |
56,875
+561
| +1% | +$204K | 0.58% | 48 |
|
|
2024
Q3 | $22M | Sell |
56,314
-21
| -0% | -$8.21K | 0.63% | 45 |
|
|
2024
Q2 | $18.8M | Sell |
56,335
-1,524
| -3% | -$508K | 0.57% | 48 |
|
|
2024
Q1 | $21.2M | Sell |
57,859
-1,796
| -3% | -$658K | 0.66% | 44 |
|
|
2023
Q4 | $17.6M | Sell |
59,655
-2,510
| -4% | -$742K | 0.59% | 47 |
|
|
2023
Q3 | $17M | Sell |
62,165
-160
| -0.3% | -$43.7K | 0.63% | 42 |
|
|
2023
Q2 | $15.3M | Buy |
62,325
+1,017
| +2% | +$250K | 0.55% | 49 |
|
|
2023
Q1 | $14M | Buy |
61,308
+37,505
| +158% | +$8.58M | 0.54% | 48 |
|
|
2022
Q4 | $5.7M | Buy |
23,803
+408
| +2% | +$97.7K | 0.23% | 107 |
|
|
2022
Q3 | $3.84M | Buy |
23,395
+440
| +2% | +$72.2K | 0.17% | 131 |
|
|
2022
Q2 | $4.1M | Sell |
22,955
-140
| -0.6% | -$25K | 0.18% | 130 |
|
|
2022
Q1 | $5.15M | Buy |
23,095
+3,628
| +19% | +$808K | 0.19% | 125 |
|
|
2021
Q4 | $4.03M | Buy |
19,467
+1,097
| +6% | +$227K | 0.15% | 145 |
|
|
2021
Q3 | $3.53M | Buy |
18,370
+5,254
| +40% | +$1.01M | 0.15% | 141 |
|
|
2021
Q2 | $2.85M | Buy |
13,116
+1,212
| +10% | +$264K | 0.12% | 153 |
|
|
2021
Q1 | $2.76M | Buy |
11,904
+2,814
| +31% | +$652K | 0.13% | 148 |
|
|
2020
Q4 | $1.66M | Buy |
9,090
+959
| +12% | +$175K | 0.08% | 171 |
|
|
2020
Q3 | $1.21M | Buy |
8,131
+7,238
| +811% | +$1.08M | 0.07% | 179 |
|
|
2020
Q2 | $113K | Buy |
893
+631
| +241% | +$79.8K | 0.01% | 356 |
|
|
2020
Q1 | $30K | Sell |
262
-15
| -5% | -$1.72K | ﹤0.01% | 412 |
|
|
2019
Q4 | $41K | Sell |
277
-8
| -3% | -$1.18K | ﹤0.01% | 451 |
|
|
2019
Q3 | $36K | Sell |
285
-283
| -50% | -$35.7K | ﹤0.01% | 458 |
|
|
2019
Q2 | $77K | Sell |
568
-892
| -61% | -$121K | 0.01% | 393 |
|
|
2019
Q1 | $198K | Buy |
1,460
+13
| +0.9% | +$1.76K | 0.01% | 340 |
|
|
2018
Q4 | $184K | Sell |
1,447
-11
| -0.8% | -$1.4K | 0.02% | 324 |
|
|
2018
Q3 | $222K | Buy |
1,458
+100
| +7% | +$15.2K | 0.02% | 325 |
|
|
2018
Q2 | $184K | Sell |
1,358
-148
| -10% | -$20.1K | 0.01% | 341 |
|
|
2018
Q1 | $222K | Sell |
1,506
-69
| -4% | -$10.2K | 0.02% | 323 |
|
|
2017
Q4 | $248K | Buy |
1,575
+162
| +11% | +$25.5K | 0.02% | 322 |
|
|
2017
Q3 | $176K | Buy |
1,413
+1,096
| +346% | +$137K | 0.01% | 360 |
|
|
2017
Q2 | $34.1K | Sell |
317
-341
| -52% | -$36.6K | ﹤0.01% | 540 |
|
|
2017
Q1 | $61K | Buy |
658
+200
| +44% | +$18.6K | 0.01% | 448 |
|
|
2016
Q4 | $42.5K | Buy |
+458
| New | +$42.5K | 0.01% | 367 |
|
|
2016
Q2 | $34.9K | Sell |
460
-3,079
| -87% | -$233K | ﹤0.01% | 424 |
|
|
2016
Q1 | $271K | Buy |
3,539
+527
| +17% | +$40.3K | 0.04% | 256 |
|
|
2015
Q4 | $205K | Buy |
3,012
+877
| +41% | +$59.6K | 0.03% | 276 |
|
|
2015
Q3 | $211K | Buy |
2,135
+38
| +2% | +$3.76K | 0.04% | 257 |
|
|
2015
Q2 | $228K | Buy |
2,097
+1,843
| +726% | +$200K | 0.05% | 247 |
|
|
2015
Q1 | $20.3K | Buy |
254
+90
| +55% | +$7.2K | ﹤0.01% | 419 |
|
|
2014
Q4 | $15K | Sell |
164
-1,971
| -92% | -$180K | ﹤0.01% | 363 |
|
|
2014
Q3 | $211K | Buy |
2,135
+1,971
| +1,202% | +$195K | 0.04% | 254 |
|
|
2014
Q2 | $17.8K | Hold |
164
| – | – | 0.01% | 307 |
|
|
2014
Q1 | $16.3K | Buy |
164
+122
| +290% | +$12.1K | 0.01% | 284 |
|
|
2013
Q4 | $3.81K | Buy |
+42
| New | +$3.81K | ﹤0.01% | 378 |
|