MFWP
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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
Q2 		$1.41M Buy
1,321
+853
+182% +$749K 0.09% 172
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Family Wealth Partners's CAT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Caterpillar (CAT) stake by 182% in Q2 2026, buying an estimated $749K and bringing the position to 1,321 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #172.

Mosaic Family Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mosaic Family Wealth Partners held 1,321 shares of Caterpillar worth $1.41M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 853 Caterpillar shares in Q2 2026, an estimated $749K.
  • Caterpillar made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Mosaic Family Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.