Masso Torrence Wealth Management »

Caterpillar shares owned by Masso Torrence Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Masso Torrence Wealth Management from 13F filings

Historical chart of Masso Torrence Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Masso Torrence Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Masso Torrence Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $656k 1.4k 477.15
2021-12-31 $49k 236 207.63

More positions owned by Masso Torrence Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Divid Etf (DIVB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Masso Torrence Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar