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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All positions including Caterpillar held by Miller Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |