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	$10.2K	Sell	100 -956	-91%	-$840K	﹤0.01%	83
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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Miller Wealth Advisors reduced its Caterpillar (CAT) stake by 91% in Q2 2026, selling an estimated $840K and leaving 100 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Miller Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $748K in Q1 2026. 1,611 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Miller Wealth Advisors held 100 shares of Caterpillar worth $10.2K as of Q2 2026.
Miller Wealth Advisors sold 956 Caterpillar shares in Q2 2026, an estimated $840K.
Caterpillar made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Miller Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
Miller Wealth Advisors's Caterpillar position peaked at $748K in Q1 2026.
1,611 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.