Mosley Wealth Management »

Caterpillar shares owned by Mosley Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mosley Wealth Management from 13F filings

Historical chart of Mosley Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Mosley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 452 503.12

More positions owned by Mosley Wealth Management

Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Nvidia Corporation Stock (NVDA)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Mosley Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar