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Caterpillar shares owned by Smith Asset Management Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith Asset Management Group from 13F filings

Historical chart of Smith Asset Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Smith Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Smith Asset Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $65k 300 216.67
2018-12-31 $27M 215k 127.07
2018-09-30 $34M 224k 152.49
2018-06-30 $34M 247k 135.67
2018-03-31 $35M 238k 147.38
2017-12-31 $38M 241k 157.58
2017-09-30 $24M 194k 124.71
2012-03-31 $15B 144k 106520.00
2011-12-31 $3.9B 43k 90600.00
2011-09-30 $5.1B 70k 73840.00
2011-03-31 $11M 100 111350.00