MWM
CAT icon

Mosley Wealth Management’s Caterpillar CAT Stock Holding History

Mosley Wealth Management’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 		$153K Sell
321
-131
-29% -$90.7K 0.07% 160
2025
Q4 		$227K Buy
+452
New +$251K 0.1% 148

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

Mosley Wealth Management's CAT Position: Q1 2026 in Review

Mosley Wealth Management reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $90.7K and leaving 321 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #160.

Mosley Wealth Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mosley Wealth Management held 321 shares of Caterpillar worth $153K as of Q1 2026.
  • Mosley Wealth Management sold 131 Caterpillar shares in Q1 2026, an estimated $90.7K.
  • Caterpillar made up 0.07% of Mosley Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Mosley Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • Mosley Wealth Management's Caterpillar position peaked at $227K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mosley Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.