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 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Miller Financial Services's CAT Position: Q2 2026 in Review

Miller Financial Services reduced its Caterpillar (CAT) stake by 40% in Q2 2026, selling an estimated $329K and leaving 569 shares worth $606K. The position accounts for 0.49% of the portfolio, ranked #66.

Miller Financial Services first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Miller Financial Services held 569 shares of Caterpillar worth $606K as of Q2 2026.
Miller Financial Services sold 374 Caterpillar shares in Q2 2026, an estimated $329K.
Caterpillar made up 0.49% of Miller Financial Services's portfolio in Q2 2026, its #66 holding.
Miller Financial Services first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Caterpillar position peaked at $958K in Q4 2024.
1,660 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.