MWA
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Martel Wealth Advisors’s Caterpillar CAT Stock Holding History

Martel Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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 +$1.09M 0.21% 30