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Caterpillar shares owned by Dixon Hughes Goodman Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Dixon Hughes Goodman Wealth Advisors from 13F filings

Historical chart of Dixon Hughes Goodman Wealth Advisors investment in Caterpillar

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All positions including Caterpillar held by Dixon Hughes Goodman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Dixon Hughes Goodman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $387k 1.7k 222.67
2021-12-31 $172k 831 206.98

More positions owned by Dixon Hughes Goodman Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Value Etf Etf (DFIV)
Vanguard Value Index Fund Etf (VTV)
Apple Stock (AAPL)
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)
Procter And Gamble Stock (PG)
Innovator U.s. Equity Power Buffer Etf A October Etf (POCT)
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)
Vanguard Ultra-short Bond Etf Etf (VUSB)

View all positions for Dixon Hughes Goodman 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