MA
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Mosaic Advisors’s Caterpillar CAT Stock Holding History

Mosaic Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Hold
1,425
– – 2.04% 17
2026
Q1 		$1.18M Buy
+1,425
New +$987K 1.77% 17
2022
Q1 		– Sell
-1,890
Closed -$391K – 24
2021
Q4 		$391K Sell
1,890
-1,316
-41% -$265K 0.29% 29
2021
Q3 		$615K Sell
3,206
-279
-8% -$58.1K 0.41% 18
2021
Q2 		$758K Sell
3,485
-91
-3% -$21K 0.49% 16
2021
Q1 		$829K Sell
3,576
-1,232
-26% -$255K 0.7% 11
2020
Q4 		$875K Buy
+4,808
New +$815K 0.8% 16

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Mosaic Advisors's CAT Position: Q2 2026 in Review

Mosaic Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,425 shares worth $1.52M. The position accounts for 2.04% of the portfolio, ranked #17.

Mosaic Advisors first reported a position in CAT in Q4 2020 and has held it in 7 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mosaic Advisors held 1,425 shares of Caterpillar worth $1.52M as of Q2 2026.
  • Mosaic Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 2.04% of Mosaic Advisors's portfolio in Q2 2026, its #17 holding.
  • Mosaic Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 7 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.