HWMG
Hurlow Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$591 | 0.08% | 104 |
|
|
2023
Q3 | $204K | Buy |
+749
| New | +$204K | 0.09% | 102 |
|