Caterpillar shares owned by Marathon Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Marathon Wealth Advisors
from 13F filings
Historical chart of Marathon Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Marathon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.5M | 7.1k | 1064.95 |
| 2026-03-31 | $5.0M | 7.1k | 708.49 |
| 2025-12-31 | $4.1M | 7.1k | 572.90 |