Caterpillar shares owned by Moser Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Moser Wealth Advisors
from 13F filings
Historical chart of Moser Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Moser Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $85k | 220 | 388.21 |
| 2025-03-31 | $73k | 220 | 329.80 |
| 2024-12-31 | $80k | 220 | 362.76 |
| 2024-09-30 | $86k | 220 | 391.12 |
| 2024-06-30 | $73k | 220 | 333.10 |
| 2024-03-31 | $81k | 220 | 366.43 |
| 2023-12-31 | $65k | 220 | 295.67 |
| 2023-09-30 | $60k | 220 | 273.00 |
| 2023-06-30 | $54k | 220 | 246.05 |
| 2022-12-31 | $53k | 220 | 240.91 |
| 2022-09-30 | $36k | 220 | 163.64 |
| 2022-06-30 | $39k | 220 | 177.27 |
| 2022-03-31 | $49k | 220 | 222.73 |
| 2021-12-31 | $45k | 220 | 204.55 |
| 2021-09-30 | $42k | 220 | 190.91 |
| 2021-06-30 | $48k | 220 | 218.18 |
| 2021-03-31 | $5.0k | 20 | 250.00 |
| 2020-12-31 | $4.0k | 20 | 200.00 |
| 2020-09-30 | $3.0k | 20 | 150.00 |