SEC 13F Intelligence

Mcmillion Capital Management Inc / CAT

Mcmillion Capital Management Inc’s Caterpillar Inc Position

Does Mcmillion Capital Management Inc own Caterpillar Inc (CAT)? Yes9.5K shares worth $2M (+2.08% of its 13F portfolio) as of Q2 2023, down from 9.7K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
9.5K
% of Portfolio
+2.08%
Quarters Held
19
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20239.5K$2M+2.08%
Q1 20239.7K$2M+2.10%
Q4 202210.6K$3M+2.29%
Q3 202210.8K$2M+1.63%
Q2 202211.4K$2M+1.70%
Q1 202213.5K$3M+1.86%
Q4 202114.8K$3M+1.65%
Q3 202114.9K$3M+1.68%
Q2 202115.8K$3M+1.88%
Q1 202116.9K$4M+2.29%
Q4 202016.6K$3M+1.83%
Q3 202016.6K$2M+1.86%
Q2 202017.2K$2M+1.43%
Q1 202021.6K$3M+1.71%
Q4 201921.8K$3M+1.55%
Q3 201921.8K$3M+1.46%
Q2 201922.2K$3M+1.60%
Q1 201922.7K$3M+1.67%
Q4 201822.2K$3M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcmillion Capital Management Inc’s full portfolio or all institutional holders of CAT.