Caterpillar shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in Caterpillar
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All positions including Caterpillar held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Chas. P. Smith & Associates, PA, CPA's
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $725k | 1.9k | 388.21 |
| 2025-03-31 | $620k | 1.9k | 329.80 |
| 2024-12-31 | $813k | 2.2k | 362.76 |
| 2024-09-30 | $877k | 2.2k | 391.12 |
| 2024-06-30 | $489k | 1.5k | 333.17 |
| 2024-03-31 | $538k | 1.5k | 366.43 |
| 2023-12-31 | $413k | 1.4k | 295.63 |
| 2023-09-30 | $381k | 1.4k | 272.73 |
| 2023-06-30 | $363k | 1.5k | 245.94 |
| 2023-03-31 | $338k | 1.5k | 229.00 |
| 2022-12-31 | $361k | 1.5k | 239.87 |
| 2022-09-30 | $263k | 1.6k | 164.27 |
| 2022-06-30 | $312k | 1.7k | 178.80 |
| 2022-03-31 | $374k | 1.7k | 222.88 |
| 2021-12-31 | $347k | 1.7k | 206.79 |
| 2021-09-30 | $316k | 1.6k | 191.86 |
| 2021-06-30 | $358k | 1.6k | 217.36 |
| 2021-03-31 | $368k | 1.6k | 231.88 |
| 2020-12-31 | $286k | 1.6k | 181.93 |
| 2020-09-30 | $234k | 1.6k | 148.86 |
| 2019-12-31 | $224k | 1.5k | 147.66 |
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