Caterpillar shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 3.0k | 477.15 |
| 2025-06-30 | $1.2M | 3.0k | 388.21 |
| 2025-03-31 | $989k | 3.0k | 329.80 |
| 2024-12-31 | $1.1M | 3.0k | 362.76 |