Miller Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $11K | Sell |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $179K | Hold |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $207K | Buy |
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