MWM
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McMill Wealth Management’s Caterpillar CAT Stock Holding History

McMill Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Buy
1,331
+2
+0.2% +$777 0.17% 37
2025
Q1 		$438K Buy
1,329
+18
+1% +$5.94K 0.16% 40
2024
Q4 		$476K Buy
+1,311
New +$476K 0.19% 36