MFW
CAT icon

Mosaic Family Wealth’s Caterpillar CAT Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-257
Closed -$35K – 234
2019
Q1 		$35K Hold
257
– – 0.01% 354
2018
Q4 		$33K Hold
257
– – 0.01% 353
2018
Q3 		$32K Buy
257
+40
+18% +$5.66K 0.01% 370
2018
Q2 		$29K Hold
217
– – 0.01% 385
2018
Q1 		$32K Hold
217
– – 0.01% 365
2017
Q4 		$34K Hold
217
– – 0.01% 377
2017
Q3 		$27K Hold
217
– – 0.01% 427
2017
Q2 		$23K Hold
217
– – 0.01% 421
2017
Q1 		$20K Hold
217
– – 0.01% 430
2016
Q4 		$20K Sell
217
-600
-73% -$54.4K 0.01% 428
2016
Q3 		$73K Sell
817
-2,200
-73% -$180K 0.03% 289
2016
Q2 		$229K Sell
3,017
-1,259
-29% -$94.3K 0.11% 153
2016
Q1 		$327K Sell
4,276
-200
-4% -$13.4K 0.16% 111
2015
Q4 		$304K Buy
+4,476
New +$313K 0.14% 116

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