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Masso Torrence Wealth Management’s Caterpillar CAT Stock Holding History

Masso Torrence 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
2025
Q3 		$656K Buy
+1,375
New +$587K 0.27% 53
2022
Q1 		– Sell
-236
Closed -$49K – 112
2021
Q4 		$49K Buy
+236
New +$47.5K 0.03% 153

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Masso Torrence Wealth Management's CAT Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in Caterpillar (CAT) in Q3 2025: 1,375 shares worth $656K. The stake represents 0.27% of the portfolio and ranks #53 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in CAT as recently as Q4 2021.

Masso Torrence Wealth Management first reported a position in CAT in Q4 2021 and has held it in 2 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Masso Torrence Wealth Management held 1,375 shares of Caterpillar worth $656K as of Q3 2025.
  • Caterpillar was a new Masso Torrence Wealth Management position in Q3 2025.
  • Caterpillar made up 0.27% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Masso Torrence Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 2 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.