Massachusetts Wealth Management / CAT
Massachusetts Wealth Management’s Caterpillar Inc Position
Does Massachusetts Wealth Management own Caterpillar Inc (CAT)? Yes — 6.1K shares worth $4M (+1.89% of its 13F portfolio) as of Q1 2026, down from 6.4K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
6.1K
% of Portfolio
+1.89%
Quarters Held
14
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.1K | $4M | +1.89% |
| Q4 2025 | 6.4K | $4M | +1.69% |
| Q3 2025 | 6.5K | $3M | +1.53% |
| Q2 2025 | 6.3K | $2M | +1.37% |
| Q1 2025 | 6.1K | $2M | +1.39% |
| Q4 2024 | 6.5K | $2M | +1.45% |
| Q3 2024 | 6.5K | $3M | +1.59% |
| Q2 2024 | 6.4K | $2M | +1.43% |
| Q1 2024 | 6.5K | $2M | +1.68% |
| Q4 2023 | 6.2K | $2M | +1.49% |
| Q3 2023 | 6.0K | $2M | +1.49% |
| Q2 2023 | 6.0K | $1M | +1.40% |
| Q1 2023 | 5.7K | $1M | +1.35% |
| Q4 2022 | 5.8K | $1M | +1.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of CAT.