Caterpillar shares owned by Miller Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Miller Wealth Advisors
from 13F filings
Historical chart of Miller Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Miller Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 1.1k | 477.15 |
| 2025-06-30 | $410k | 1.1k | 388.21 |
| 2025-03-31 | $348k | 1.1k | 329.80 |
| 2024-12-31 | $363k | 1.0k | 362.76 |
| 2024-09-30 | $395k | 1.0k | 394.49 |
| 2024-06-30 | $333k | 1.0k | 333.10 |
| 2024-03-31 | $366k | 1.0k | 366.43 |
| 2023-12-31 | $11k | 1.0k | 10.90 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $246k | 1.0k | 246.05 |
| 2023-03-31 | $11k | 100 | 110.00 |
| 2022-12-31 | $240k | 1.0k | 240.00 |
| 2022-09-30 | $179k | 1.0k | 179.00 |
| 2022-06-30 | $179k | 1.0k | 179.00 |
| 2022-03-31 | $223k | 1.0k | 223.00 |
| 2021-12-31 | $207k | 1.0k | 207.00 |