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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Advisors's CAT Position: Q1 2026 in Review

Mosaic Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 1,425 shares worth $1.18M. The stake represents 1.77% of the portfolio and ranks #17 among its holdings. This is a return to the name: Mosaic Advisors previously reported a position in CAT as recently as Q4 2021.

Mosaic Advisors first reported a position in CAT in Q4 2020 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Mosaic Advisors held 1,425 shares of Caterpillar worth $1.18M as of Q1 2026.
Caterpillar was a new Mosaic Advisors position in Q1 2026.
Caterpillar made up 1.77% of Mosaic Advisors's portfolio in Q1 2026, its #17 holding.
Mosaic Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 6 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.