Elwood & Goetz Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	1,259 -105	-8%	-$92.2K	0.2%	43
2026 Q1	$966K	Sell	1,364 -162	-11%	-$112K	0.16%	47
2025 Q4	$874K	Sell	1,526 -71	-4%	-$39.5K	0.15%	45
2025 Q3	$762K	Buy	1,597 +196	+14%	+$83.7K	0.15%	46
2025 Q2	$544K	Buy	1,401 +263	+23%	+$87.7K	0.12%	54
2025 Q1	$375K	Sell	1,138 -778	-41%	-$277K	0.09%	63
2024 Q4	$695K	Hold	1,916	–	–	0.17%	41
2024 Q3	$749K	Hold	1,916	–	–	0.19%	40
2024 Q2	$638K	Hold	1,916	–	–	0.18%	36
2024 Q1	$702K	Hold	1,916	–	–	0.17%	43
2023 Q4	$567K	Buy	1,916 +38	+2%	+$9.86K	0.12%	45
2023 Q3	$513K	Buy	+1,878	New	+$509K	0.12%	44

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's CAT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Caterpillar (CAT) stake by 7.7% in Q2 2026, selling an estimated $92.2K and leaving 1,259 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #43.

Elwood & Goetz Wealth Advisory Group first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,259 shares of Caterpillar worth $1.34M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 105 Caterpillar shares in Q2 2026, an estimated $92.2K.
Caterpillar made up 0.2% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #43 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.