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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

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All positions including Caterpillar held by Miller Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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