Caterpillar shares owned by Miller Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Miller Financial Services
from 13F filings
Historical chart of Miller Financial Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Miller Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Miller Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 1.2k | 477.01 |
| 2025-06-30 | $470k | 1.2k | 388.36 |
| 2025-03-31 | $401k | 1.2k | 329.87 |
| 2024-12-31 | $958k | 2.6k | 362.77 |