Caterpillar shares owned by McMill Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McMill Wealth Management
from 13F filings
Historical chart of McMill Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by McMill Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $763k | 1.3k | 572.87 |
| 2025-09-30 | $635k | 1.3k | 477.15 |
| 2025-06-30 | $517k | 1.3k | 388.52 |
| 2025-03-31 | $438k | 1.3k | 329.80 |
| 2024-12-31 | $476k | 1.3k | 362.76 |