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
2025 Q3	$1.43M	Hold
2025 Q2	$1.16M	Hold
2025 Q1	$989K	Hold
2024 Q4	$1.09M	Buy