Miller Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
1,056
| – | – | 0.19% | 13 |
|
|
2025
Q1 | $348K | Buy |
1,056
+56
| +6% | +$18.5K | 0.19% | 12 |
|
|
2024
Q4 | $363K | Hold |
1,000
| – | – | 0.18% | 12 |
|
|
2024
Q3 | $394K | Hold |
1,000
| – | – | 0.22% | 9 |
|
|
2024
Q2 | $333K | Hold |
1,000
| – | – | 0.18% | 10 |
|
|
2024
Q1 | $366K | Hold |
1,000
| – | – | 0.22% | 10 |
|
|
2023
Q4 | $296K | Hold |
1,000
| – | – | 0.19% | 11 |
|
|
2023
Q3 | $273K | Hold |
1,000
| – | – | 0.19% | 11 |
|
|
2023
Q2 | $246K | Buy |
1,000
+900
| +900% | +$221K | 0.17% | 11 |
|
|
2023
Q1 | $11K | Sell |
100
-900
| -90% | -$99K | 0.05% | 40 |
|
|
2022
Q4 | $240K | Hold |
1,000
| – | – | 0.17% | 9 |
|
|
2022
Q3 | $179K | Hold |
1,000
| – | – | 0.15% | 19 |
|
|
2022
Q2 | $179K | Hold |
1,000
| – | – | 0.15% | 12 |
|
|
2022
Q1 | $223K | Hold |
1,000
| – | – | 0.14% | 12 |
|
|
2021
Q4 | $207K | Buy |
+1,000
| New | +$207K | 0.14% | 11 |
|