Mosaic Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Buy
2022
Q1
Sell
2021
Q4
$391K Sell
2021
Q3
$615K Sell
2021
Q2
$758K Sell
2021
Q1
$829K Sell
2020
Q4
$875K Buy