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
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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 |
|---|---|---|---|
| 2025-09-30 | $762k | 1.6k | 477.15 |
| 2025-06-30 | $544k | 1.4k | 388.21 |
| 2025-03-31 | $375k | 1.1k | 329.80 |
| 2024-12-31 | $695k | 1.9k | 362.76 |
| 2024-09-30 | $749k | 1.9k | 391.12 |
| 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
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