Caterpillar shares owned by Mosaic Advisors
Historical chart of Mosaic Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Mosaic Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Mosaic Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 1.4k | 830.50 |
| 2021-12-31 | $391k | 1.9k | 206.88 |
| 2021-09-30 | $615k | 3.2k | 191.83 |
| 2021-06-30 | $758k | 3.5k | 217.50 |
| 2021-03-31 | $829k | 3.6k | 231.82 |
| 2020-12-31 | $875k | 4.8k | 181.99 |