Mill Capital Management
CAT icon

Mill Capital Management’s Caterpillar CAT Stock Holding History

Mill Capital Management’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
Q3 		$6.79M Sell
8,378
-30
-0.4% -$25.4K 0.45% 38
2026
Q2 		$8.95M Sell
8,408
-50
-0.6% -$43.9K 0.6% 36
2026
Q1 		$5.99M Sell
8,458
-341
-4% -$236K 0.46% 38
2025
Q4 		$5.04M Hold
8,799
– – 0.36% 41
2025
Q3 		$4.2M Sell
8,799
-200
-2% -$85.4K 0.31% 43
2025
Q2 		$3.49M Hold
8,999
– – 0.27% 44
2025
Q1 		$2.97M Sell
8,999
-738
-8% -$263K 0.24% 46
2024
Q4 		$3.53M Hold
9,737
– – 0.28% 43
2024
Q3 		$3.81M Hold
9,737
– – 0.3% 43
2024
Q2 		$3.24M Hold
9,737
– – 0.27% 45
2024
Q1 		$3.57M Hold
9,737
– – 0.3% 47
2023
Q4 		$2.88M Sell
9,737
-129
-1% -$33.5K 0.26% 47
2023
Q3 		$2.69M Hold
9,866
– – 0.26% 47
2023
Q2 		$2.43M Hold
9,866
– – 0.23% 53
2023
Q1 		$2.26M Hold
9,866
– – 0.23% 53
2022
Q4 		$2.36M Sell
9,866
-133
-1% -$29K 0.26% 51
2022
Q3 		$1.64M Hold
9,999
– – 0.19% 57
2022
Q2 		$1.79M Hold
9,999
– – 0.2% 57
2022
Q1 		$2.23M Hold
9,999
– – 0.21% 57
2021
Q4 		$2.07M Buy
+9,999
New +$2.01M 0.21% 51

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mill Capital Management's CAT Position: Q3 2026 in Review

Mill Capital Management reduced its Caterpillar (CAT) stake by 0.36% in Q3 2026, selling an estimated $25.4K and leaving 8,378 shares worth $6.79M. The position accounts for 0.45% of the portfolio, ranked #38.

Mill Capital Management first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.95M in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Mill Capital Management held 8,378 shares of Caterpillar worth $6.79M as of Q3 2026.
  • Mill Capital Management sold 30 Caterpillar shares in Q3 2026, an estimated $25.4K.
  • Caterpillar made up 0.45% of Mill Capital Management's portfolio in Q3 2026, its #38 holding.
  • Mill Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Mill Capital Management's Caterpillar position peaked at $8.95M in Q2 2026.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.