Filing Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, reduced its position in Caterpillar Inc. (NYSE:CAT) during Q2 2026, according to its most…
MassMutual Private Wealth & Trust, FSB, a registered investment adviser, reduced its position in Caterpillar Inc. (NYSE:CAT) during Q2 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The firm sold 5,663 shares of the Industrials company, reducing its total holdings to 42,523 shares valued at approximately $45.3M as of the filing date. This represents a 11.8% decrease in the position.
Caterpillar Inc.'s stock currently trades at $963.53 with a market capitalization of $293.0B.
Institutional selling doesn't always signal a bearish outlook. Large funds regularly trim positions for portfolio rebalancing, client redemptions, or to lock in gains. That said, when a major holder like MassMutual Private Wealth & Trust, FSB reduces exposure to Caterpillar Inc., it's worth monitoring whether other institutions are making similar moves.
Caterpillar Inc. operates in the Industrials sector, where institutional ownership patterns can provide insight into how professional investors view the industry's near-term prospects.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
Related Tools: Insider Trades Tracker | View CAT Stock Page
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like MassMutual Private Wealth & Trust, FSB position their portfolios.
View all institutional holders on our CAT institutional ownership page.
Current market data
NYSE · CAT
$783.54
Down: -$0.46 · -0.06%
Live quote updated
Keep reading
institutional ·
institutional ·
sec_filing ·
analyst ·
