Mill Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Hold |
8,999
| – | – | 0.27% | 44 |
|
|
2025
Q1 | $2.97M | Sell |
8,999
-738
| -8% | -$243K | 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% | -$38.1K | 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% | -$31.9K | 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 | +$2.07M | 0.21% | 51 |
|