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Caterpillar shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $638k 1.9k 333.10
2024-03-31 $702k 1.9k 366.43
2023-12-31 $567k 1.9k 295.67
2023-09-30 $513k 1.9k 273.00

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Elwood & Goetz Wealth Advisory Group

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