S.A. Mason’s Caterpillar CAT Stock Holding History

S.A. Mason’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	$1.41M	Buy	1,324 +29	+2%	+$25.5K	0.43%	58
2026 Q1	$917K	Hold	1,295	–	–	0.34%	73
2025 Q4	$742K	Buy	1,295 +1	+0.1%	+$556	0.29%	86
2025 Q3	$618K	Buy	1,294 +50	+4%	+$21.3K	0.27%	85
2025 Q2	$483K	Buy	1,244 +6	+0.5%	+$2K	0.23%	98
2025 Q1	$408K	Buy	1,238 +7	+0.6%	+$2.49K	0.22%	110
2024 Q4	$447K	Buy	1,231 +45	+4%	+$17.5K	0.23%	101
2024 Q3	$464K	Hold	1,186	–	–	0.25%	98
2024 Q2	$395K	Buy	1,186 +183	+18%	+$63.5K	0.22%	104
2024 Q1	$368K	Buy	1,003 +3	+0.3%	+$959	0.22%	110
2023 Q4	$296K	Hold	1,000	–	–	0.2%	121
2023 Q3	$273K	Hold	1,000	–	–	0.2%	125
2023 Q2	$229K	Hold	1,000	–	–	0.17%	143
2023 Q1	$229K	Hold	1,000	–	–	0.17%	143
2022 Q4	$240K	Hold	1,000	–	–	0.18%	138
2022 Q3	$164K	Hold	1,000	–	–	0.13%	165
2022 Q2	$179K	Hold	1,000	–	–	0.13%	164
2022 Q1	$223K	Hold	1,000	–	–	0.14%	152
2021 Q4	$207K	Hold	1,000	–	–	0.12%	159
2021 Q3	$192K	Hold	1,000	–	–	0.13%	158
2021 Q2	$218K	Buy	1,000 +250	+33%	+$57.7K	0.15%	151
2021 Q1	$174K	Hold	750	–	–	0.13%	162
2020 Q4	$137K	Hold	750	–	–	0.11%	165
2020 Q3	$112K	Buy	750 +250	+50%	+$35.1K	0.11%	163
2020 Q2	$63K	Sell	500 -500	-50%	-$59.3K	0.07%	201
2020 Q1	$116K	Hold	1,000	–	–	0.14%	147
2019 Q4	$148K	Buy	+1,000	New	+$140K	0.14%	146

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

S.A. Mason's CAT Position: Q2 2026 in Review

S.A. Mason increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,324 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #58.

S.A. Mason first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

S.A. Mason held 1,324 shares of Caterpillar worth $1.41M as of Q2 2026.
S.A. Mason bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
Caterpillar made up 0.43% of S.A. Mason's portfolio in Q2 2026, its #58 holding.
S.A. Mason first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.