Caterpillar shares owned by Smith Group Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith Group Asset Management
from 13F filings
Historical chart of Smith Group Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Smith Group Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Smith Group Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.9M | 17k | 295.67 |
| 2022-03-31 | $67k | 300 | 223.33 |
| 2021-12-31 | $62k | 300 | 206.67 |
| 2021-09-30 | $58k | 300 | 193.33 |
More positions owned by Smith Group Asset Management
View all positions for Smith Group Asset Management