Elwood & Goetz Wealth Advisory Group »

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

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

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

Quarter filed Position value Share count Share price at filing
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)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Us Small (AVSC)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard World Consum Stp Etf (VDC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar