Caterpillar shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $647k | 937 | 690.44 |
| 2025-12-31 | $486k | 872 | 557.19 |
| 2025-09-30 | $400k | 865 | 462.81 |
| 2025-06-30 | $349k | 866 | 403.00 |
| 2025-03-31 | $286k | 866 | 330.57 |
| 2024-12-31 | $167k | 461 | 362.76 |