S.A. Mason
CAT icon

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
Q3 		$1.07M Sell
1,317
-7
-0.5% -$5.94K 0.31% 73
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

S.A. Mason's CAT Position: Q3 2026 in Review

S.A. Mason reduced its Caterpillar (CAT) stake by 0.53% in Q3 2026, selling an estimated $5.94K and leaving 1,317 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #73.

S.A. Mason first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.41M in Q2 2026. 1,196 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • S.A. Mason held 1,317 shares of Caterpillar worth $1.07M as of Q3 2026.
  • S.A. Mason sold 7 Caterpillar shares in Q3 2026, an estimated $5.94K.
  • Caterpillar made up 0.31% of S.A. Mason's portfolio in Q3 2026, its #73 holding.
  • S.A. Mason first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Caterpillar position peaked at $1.41M in Q2 2026.
  • 1,196 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.