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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.A. Mason's CAT Position: Q1 2026 in Review

S.A. Mason held its Caterpillar (CAT) position steady in Q1 2026 at 1,295 shares worth $917K. The position accounts for 0.34% of the portfolio, ranked #73.

S.A. Mason first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

S.A. Mason held 1,295 shares of Caterpillar worth $917K as of Q1 2026.
S.A. Mason left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.34% of S.A. Mason's portfolio in Q1 2026, its #73 holding.
S.A. Mason first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.