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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Hurlow Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Hurlow Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 747 | 477.15 |
| 2025-06-30 | $290k | 747 | 388.21 |
| 2025-03-31 | $246k | 747 | 329.80 |
| 2024-12-31 | $271k | 747 | 362.76 |
| 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
View all positions for Hurlow Wealth Management Group