Miller Wealth Advisors’s Caterpillar CAT Stock Holding History

Miller Wealth Advisors’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	$856K	Hold	1,056	–	–	0.33%	10
2026 Q2	$1.12M	Hold	1,056	–	–	0.48%	9
2026 Q1	$748K	Hold	1,056	–	–	0.29%	10
2025 Q4	$605K	Hold	1,056	–	–	0.22%	10
2025 Q3	$504K	Hold	1,056	–	–	0.2%	12
2025 Q2	$410K	Hold	1,056	–	–	0.19%	13
2025 Q1	$348K	Buy	1,056 +56	+6%	+$19.9K	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%	+$201K	0.17%	11
2023 Q1	$11K	Sell	100 -900	-90%	-$218K	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	+$201K	0.14%	11

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 Wealth Advisors's CAT Position: Q3 2026 in Review

Miller Wealth Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 1,056 shares worth $856K. The position accounts for 0.33% of the portfolio, ranked #10.

Miller Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q2 2026. 2,415 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Miller Wealth Advisors held 1,056 shares of Caterpillar worth $856K as of Q3 2026.
Miller Wealth Advisors left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.33% of Miller Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Miller Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
Miller Wealth Advisors's Caterpillar position peaked at $1.12M in Q2 2026.
2,415 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.