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Caterpillar shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 1.1k 391.12
2024-06-30 $330k 992 333.10
2024-03-31 $283k 771 366.43
2023-12-31 $326k 1.1k 295.67
2023-09-30 $243k 891 273.00

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr National Mun Etf (MUB)

View all positions for Moss Adams Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar