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
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Quarterly reported holdings in Caterpillar by Smith Group Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.5M | 1.4k | 1064.90 |
| 2024-12-31 | $218k | 600 | 362.76 |
| 2024-09-30 | $235k | 600 | 391.12 |
| 2024-03-31 | $4.0M | 11k | 366.43 |
| 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
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