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
2025 Q2	$290K	Hold
2025 Q1	$246K	Hold
2024 Q4	$271K	Hold
2024 Q3	$292K	Hold
2024 Q2	$249K	Hold
2024 Q1	$274K	Hold
2023 Q4	$221K	Sell
2023 Q3	$204K	Buy