MGI
CAT icon

Miller Global Investments’s Caterpillar CAT Stock Holding History

Miller Global Investments’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 		$565K Buy
531
+298
+128% +$262K 0.47% 68
2026
Q1 		$165K Buy
+233
New +$161K 0.15% 138

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Miller Global Investments's CAT Position: Q2 2026 in Review

Miller Global Investments increased its Caterpillar (CAT) stake by 128% in Q2 2026, buying an estimated $262K and bringing the position to 531 shares worth $565K. The position accounts for 0.47% of the portfolio, ranked #68.

Miller Global Investments first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 2,395 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Miller Global Investments held 531 shares of Caterpillar worth $565K as of Q2 2026.
  • Miller Global Investments bought 298 Caterpillar shares in Q2 2026, an estimated $262K.
  • Caterpillar made up 0.47% of Miller Global Investments's portfolio in Q2 2026, its #68 holding.
  • Miller Global Investments first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 2,395 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.