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Caterpillar shares owned by Hurlow Wealth Management Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hurlow Wealth Management Group from 13F filings

Historical chart of Hurlow Wealth Management Group investment in Caterpillar

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All positions including Caterpillar held by Hurlow Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Hurlow Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 747 391.12
2024-06-30 $249k 747 333.10
2024-03-31 $274k 747 366.43
2023-12-31 $221k 747 295.67
2023-09-30 $205k 749 273.00

More positions owned by Hurlow Wealth Management Group

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hurlow Wealth Management Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar