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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's CAT Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $112K and leaving 1,364 shares worth $966K. The position accounts for 0.16% of the portfolio, ranked #47.

Elwood & Goetz Wealth Advisory Group first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,364 shares of Caterpillar worth $966K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 162 Caterpillar shares in Q1 2026, an estimated $112K.
  • Caterpillar made up 0.16% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #47 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.