Caterpillar shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson investment in Caterpillar
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All positions including Caterpillar held by Smith Shellnut Wilson 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 |
---|---|---|---|
2024-03-31 | $568k | 1.6k | 366.43 |
2023-12-31 | $458k | 1.6k | 295.67 |
2023-09-30 | $423k | 1.6k | 273.00 |
2023-06-30 | $381k | 1.6k | 246.05 |
2023-03-31 | $358k | 1.6k | 228.84 |
2022-12-31 | $374k | 1.6k | 239.56 |
2022-09-30 | $253k | 1.5k | 163.86 |
2022-06-30 | $270k | 1.5k | 178.45 |
2022-03-31 | $352k | 1.6k | 222.78 |
2021-12-31 | $318k | 1.5k | 207.03 |
2021-09-30 | $287k | 1.5k | 191.72 |
2021-06-30 | $277k | 1.3k | 217.94 |
2021-03-31 | $295k | 1.3k | 232.10 |
2020-12-31 | $219k | 1.2k | 182.04 |
2020-09-30 | $233 | 1.6k | 0.15 |