Moser Wealth Advisors’s Caterpillar CAT Stock Holding History

Moser Wealth 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
2025 Q2	$85.4K	Hold	220	–	–	0.04%	93
2025 Q1	$72.6K	Hold	220	–	–	0.04%	96
2024 Q4	$79.8K	Hold	220	–	–	0.04%	86
2024 Q3	$86K	Hold	220	–	–	0.04%	85
2024 Q2	$73.3K	Hold	220	–	–	0.04%	91
2024 Q1	$80.6K	Hold	220	–	–	0.04%	90
2023 Q4	$65K	Hold	220	–	–	0.04%	89
2023 Q3	$60.1K	Hold	220	–	–	0.04%	84
2023 Q2	$54.1K	Buy	+220	New	+$49.1K	0.04%	85
2022 Q4	$52.7K	Hold	220	–	–	0.04%	87
2022 Q3	$36K	Hold	220	–	–	0.03%	92
2022 Q2	$39K	Hold	220	–	–	0.03%	92
2022 Q1	$49K	Hold	220	–	–	0.03%	92
2021 Q4	$45K	Hold	220	–	–	0.03%	96
2021 Q3	$42K	Hold	220	–	–	0.03%	97
2021 Q2	$48K	Buy	220 +200	+1,000%	+$46.2K	0.03%	95
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	119
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	113
2020 Q3	$3K	Buy	+20	New	+$2.81K	﹤0.01%	115

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Moser Wealth Advisors's CAT Position: Q2 2025 in Review

Moser Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2025 at 220 shares worth $85.4K. The position accounts for 0.04% of the portfolio, ranked #93.

Moser Wealth Advisors first reported a position in CAT in Q3 2020 and has held it in 19 quarters since. The position peaked at $86K in Q3 2024. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Moser Wealth Advisors held 220 shares of Caterpillar worth $85.4K as of Q2 2025.
Moser Wealth Advisors left its Caterpillar share count unchanged in Q2 2025.
Caterpillar made up 0.04% of Moser Wealth Advisors's portfolio in Q2 2025, its #93 holding.
Moser Wealth Advisors first reported a position in Caterpillar in Q3 2020 and has held it in 19 quarters since.
Moser Wealth Advisors's Caterpillar position peaked at $86K in Q3 2024.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.