MFWP
CAT icon

Mosaic Family Wealth Partners’s Caterpillar CAT Stock Holding History

Mosaic Family Wealth Partners’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 		$332K Sell
468
-19
-4% -$13.2K 0.03% 220
2025
Q4 		$279K Sell
487
-1
-0.2% -$556 0.03% 200
2025
Q3 		$230K Buy
+488
New +$208K 0.03% 205
2025
Q1 		– Sell
-611
Closed -$222K – 217
2024
Q4 		$222K Buy
+611
New +$237K 0.03% 192

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth Partners's CAT Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Caterpillar (CAT) stake by 3.9% in Q1 2026, selling an estimated $13.2K and leaving 468 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #220.

Mosaic Family Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mosaic Family Wealth Partners held 468 shares of Caterpillar worth $332K as of Q1 2026.
  • Mosaic Family Wealth Partners sold 19 Caterpillar shares in Q1 2026, an estimated $13.2K.
  • Caterpillar made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #220 holding.
  • Mosaic Family Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.