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Caterpillar shares owned by Massachusetts Financial Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Massachusetts Financial Services from 13F filings

Historical chart of Massachusetts Financial Services investment in Caterpillar

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All positions including Caterpillar held by Massachusetts Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Massachusetts Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $873M 1.8M 477.15
2025-06-30 $36M 94k 388.21
2023-09-30 $146M 536k 273.00
2023-06-30 $81M 327k 246.05
2023-03-31 $155M 677k 228.84
2021-09-30 $16M 84k 191.97
2021-06-30 $26M 118k 217.63
2021-03-31 $69M 298k 231.87
2020-12-31 $72M 395k 182.02
2020-09-30 $46M 311k 149.15
2020-06-30 $38M 300k 126.50
2020-03-31 $36M 310k 116.04
2018-09-30 $2.3M 15k 152.52
2018-06-30 $2.5M 18k 135.68
2018-03-31 $3.7M 25k 147.39
2017-12-31 $4.3M 27k 157.60
2017-09-30 $3.1M 25k 124.69
2016-09-30 $154M 1.7M 88.77
2016-06-30 $186M 2.5M 75.81
2016-03-31 $193M 2.5M 76.54
2015-12-31 $169M 2.5M 67.96
2015-09-30 $115M 1.8M 65.36
2015-06-30 $12M 138k 84.82
2015-03-31 $11M 141k 80.03
2014-12-31 $15M 162k 91.53
2014-09-30 $16M 158k 99.03
2014-06-30 $14M 132k 108.67