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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Miller Wealth Advisors's CAT Position: Q2 2026 in Review

Miller Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,056 shares worth $1.12M. The position accounts for 0.48% of the portfolio, ranked #9.

Miller Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Miller Wealth Advisors held 1,056 shares of Caterpillar worth $1.12M as of Q2 2026.
Miller Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.48% of Miller Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Miller Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.