MFS
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$470K Sell
1,209
-7
-0.6% -$2.72K 0.6% 55
2025
Q1 		$401K Sell
1,216
-1,426
-54% -$470K 0.58% 58
2024
Q4 		$958K Buy
+2,642
New +$958K 0.81% 32