Caterpillar shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $395k | 371 | 1064.90 |
| 2016-12-31 | $1.3M | 14k | 92.71 |
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