Miller Financial Services’s Caterpillar CAT Stock Holding History

Miller Financial Services’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	$477K	Buy	588 +19	+3%	+$16.1K	0.36%	80
2026 Q2	$606K	Sell	569 -374	-40%	-$329K	0.49%	66
2026 Q1	$668K	Buy	943 +214	+29%	+$148K	0.73%	45
2025 Q4	$417K	Sell	729 -445	-38%	-$247K	0.49%	57
2025 Q3	$560K	Sell	1,174 -35	-3%	-$14.9K	0.65%	45
2025 Q2	$470K	Sell	1,209 -7	-0.6%	-$2.33K	0.6%	55
2025 Q1	$401K	Sell	1,216 -1,426	-54%	-$508K	0.58%	58
2024 Q4	$958K	Buy	+2,642	New	+$1.02M	0.81%	32

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Miller Financial Services's CAT Position: Q3 2026 in Review

Miller Financial Services increased its Caterpillar (CAT) stake by 3.3% in Q3 2026, buying an estimated $16.1K and bringing the position to 588 shares worth $477K. The position accounts for 0.36% of the portfolio, ranked #80.

Miller Financial Services first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $958K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Miller Financial Services held 588 shares of Caterpillar worth $477K as of Q3 2026.
Miller Financial Services bought 19 Caterpillar shares in Q3 2026, an estimated $16.1K.
Caterpillar made up 0.36% of Miller Financial Services's portfolio in Q3 2026, its #80 holding.
Miller Financial Services first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's Caterpillar position peaked at $958K in Q4 2024.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.