Caterpillar shares owned by Smith Anglin Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith Anglin Financial
from 13F filings
Historical chart of Smith Anglin Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Smith Anglin Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Smith Anglin Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $832k | 2.1k | 388.21 |
| 2025-03-31 | $694k | 2.1k | 329.74 |
| 2024-12-31 | $727k | 2.0k | 362.79 |
| 2024-09-30 | $781k | 2.0k | 391.09 |
| 2024-06-30 | $617k | 1.9k | 333.06 |
| 2024-03-31 | $697k | 1.9k | 366.39 |
| 2023-12-31 | $539k | 1.8k | 295.63 |
| 2023-09-30 | $496k | 1.8k | 272.94 |
| 2023-06-30 | $448k | 1.8k | 245.99 |
| 2023-03-31 | $429k | 1.9k | 228.82 |
| 2022-12-31 | $446k | 1.9k | 239.57 |
| 2022-09-30 | $314k | 1.9k | 164.23 |
| 2022-06-30 | $357k | 2.0k | 178.95 |
| 2022-03-31 | $495k | 2.2k | 222.87 |
| 2021-12-31 | $436k | 2.1k | 206.54 |
| 2021-09-30 | $404k | 2.1k | 192.02 |
| 2021-06-30 | $457k | 2.1k | 217.62 |
| 2021-03-31 | $485k | 2.1k | 231.72 |
| 2020-12-31 | $297k | 1.6k | 181.87 |