Position in CAT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$45,282,742
+$11,144,889 QoQ
Shares Held
42,523
-11.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#4
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $50,299,229 across 15 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
42,523 | $45,282,742 | |
| 2 | DE |
Deere & Co
|
6,911 | $4,383,854 | |
| 3 | OSK |
Oshkosh Corp
|
1,565 | $240,196 | |
| 4 | PCAR |
Paccar Inc
|
1,755 | $210,810 | |
| 5 | LNN |
Lindsay Corp
|
872 | $107,953 | |
| 6 | FSS |
Federal Signal Corp /De/
|
343 | $44,072 | |
| 7 | TEX |
Terex Corp
|
139 | $10,062 | |
| 8 | CNH |
CNH Industrial N.V.
|
853 | $9,579 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,282,742 | 42,523 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $34,137,853 | 48,186 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,124,599 | 54,331 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $27,216,636 | 57,040 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,965,727 | 59,158 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $18,969,106 | 57,517 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $20,631,975 | 56,875 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $22,025,531 | 56,314 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $18,765,188 | 56,335 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $21,201,273 | 57,859 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $17,638,193 | 59,655 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $16,971,045 | 62,165 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $15,335,066 | 62,325 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $14,029,722 | 61,308 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,702,246 | 23,803 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,838,651 | 23,395 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,103,435 | 22,955 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,146,027 | 23,095 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,024,607 | 19,467 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,526,488 | 18,370 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,854,435 | 13,116 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,760,180 | 11,904 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,654,561 | 9,090 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,212,738 | 8,131 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $112,964 | 893 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,402 | 262 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||