Martel Wealth Advisors’s Caterpillar CAT Stock Holding History

Martel Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,000	Closed	-$2.83M	–	64
2026 Q1	$2.83M	Buy	4,000 +1,000	+33%	+$693K	0.48%	21
2025 Q4	$1.72M	Hold	3,000	–	–	0.29%	27
2025 Q3	$1.43M	Hold	3,000	–	–	0.25%	28
2025 Q2	$1.16M	Hold	3,000	–	–	0.22%	28
2025 Q1	$989K	Hold	3,000	–	–	0.2%	30
2024 Q4	$1.09M	Buy	+3,000	New	+$1.16M	0.21%	30

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Martel Wealth Advisors's CAT Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 4,000 shares — an estimated $2.83M sold.

Martel Wealth Advisors first reported a position in CAT in Q4 2024 and held it in 6 quarters. The position peaked at $2.83M in Q1 2026. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Martel Wealth Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 4,000 Caterpillar shares in Q2 2026, an estimated $2.83M.
Martel Wealth Advisors first reported a position in Caterpillar in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Caterpillar position peaked at $2.83M in Q1 2026.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.