HWMG
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Hurlow Wealth Management Group’s Caterpillar CAT Stock Holding History

Hurlow Wealth Management 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 		$800K Buy
751
+1
+0.1% +$878 0.17% 47
2026
Q1 		$531K Buy
750
+3
+0.4% +$2.08K 0.13% 55
2025
Q4 		$428K Hold
747
– – 0.1% 62
2025
Q3 		$356K Hold
747
– – 0.09% 76
2025
Q2 		$290K Hold
747
– – 0.08% 98
2025
Q1 		$246K Hold
747
– – 0.08% 108
2024
Q4 		$271K Hold
747
– – 0.08% 100
2024
Q3 		$292K Hold
747
– – 0.09% 95
2024
Q2 		$249K Hold
747
– – 0.09% 99
2024
Q1 		$274K Hold
747
– – 0.1% 92
2023
Q4 		$221K Sell
747
-2
-0.3% -$519 0.08% 104
2023
Q3 		$204K Buy
+749
New +$203K 0.09% 102

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hurlow Wealth Management Group's CAT Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Caterpillar (CAT) stake by 0.13% in Q2 2026, buying an estimated $878 and bringing the position to 751 shares worth $800K. The position accounts for 0.17% of the portfolio, ranked #47.

Hurlow Wealth Management Group first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hurlow Wealth Management Group held 751 shares of Caterpillar worth $800K as of Q2 2026.
  • Hurlow Wealth Management Group bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.17% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #47 holding.
  • Hurlow Wealth Management Group first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.