Hurlow Wealth Management Group’s Caterpillar CAT Stock Holding History

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