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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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Quarterly reported holdings in Caterpillar by Miller Wealth Advisors

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