Caterpillar shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.1M | 16k | 572.86 |
| 2025-09-30 | $7.3M | 15k | 477.14 |
| 2025-06-30 | $5.1M | 13k | 388.21 |
| 2025-03-31 | $4.2M | 13k | 329.80 |
| 2024-12-31 | $3.1M | 8.5k | 362.78 |
| 2024-09-30 | $3.3M | 8.5k | 391.11 |
| 2024-06-30 | $2.9M | 8.7k | 333.09 |
| 2024-03-31 | $3.0M | 8.3k | 366.42 |
| 2023-12-31 | $2.6M | 8.7k | 295.66 |
| 2023-09-30 | $2.7M | 9.8k | 273.01 |
| 2023-06-30 | $2.4M | 9.9k | 246.06 |
| 2023-03-31 | $2.0M | 8.8k | 228.84 |
| 2022-12-31 | $2.1M | 8.6k | 239.56 |
| 2022-09-30 | $1.4M | 8.7k | 164.02 |
| 2022-06-30 | $1.5M | 8.6k | 178.80 |
| 2022-03-31 | $1.9M | 8.6k | 222.86 |
| 2021-12-31 | $2.0M | 9.6k | 206.73 |
| 2021-09-30 | $1.6M | 8.6k | 191.99 |
| 2021-06-30 | $1.9M | 8.6k | 217.64 |
| 2021-03-31 | $1.7M | 7.5k | 231.84 |
| 2020-12-31 | $1.3M | 7.4k | 181.95 |
| 2020-09-30 | $1.1M | 7.4k | 149.10 |
| 2020-06-30 | $931k | 7.4k | 126.44 |
| 2020-03-31 | $859k | 7.4k | 116.05 |
| 2019-12-31 | $1.1M | 7.4k | 147.66 |
| 2019-09-30 | $935k | 7.4k | 126.33 |
| 2019-06-30 | $1.0M | 7.4k | 136.33 |
| 2019-03-31 | $982k | 7.2k | 135.50 |
| 2018-12-31 | $927k | 7.3k | 127.07 |
| 2018-09-30 | $1.1M | 7.3k | 152.48 |
| 2018-06-30 | $980k | 7.2k | 135.62 |
| 2018-03-31 | $1.1M | 7.2k | 147.33 |
| 2017-12-31 | $1.1M | 7.3k | 157.59 |
| 2017-09-30 | $909k | 7.3k | 124.69 |
| 2017-06-30 | $767k | 7.1k | 107.42 |
| 2017-03-31 | $662k | 7.1k | 92.72 |
| 2016-12-31 | $662k | 7.1k | 92.72 |
| 2016-09-30 | $634k | 7.1k | 88.80 |
| 2016-06-30 | $541k | 7.1k | 75.77 |
| 2016-03-31 | $546k | 7.1k | 76.47 |
| 2015-12-31 | $514k | 7.6k | 67.91 |
| 2015-09-30 | $517k | 7.9k | 65.32 |
| 2015-06-30 | $3.3M | 39k | 84.81 |
| 2015-03-31 | $3.0M | 38k | 80.01 |
| 2014-12-31 | $3.2M | 35k | 91.51 |
| 2014-09-30 | $3.0M | 30k | 99.01 |
| 2014-06-30 | $3.2M | 30k | 108.68 |
| 2014-03-31 | $2.3M | 23k | 99.38 |
| 2013-12-31 | $2.1M | 23k | 90.83 |
| 2013-09-30 | $1.9M | 23k | 83.41 |
| 2013-06-30 | $1.9M | 23k | 82.48 |
| 2012-12-31 | $896k | 10k | 89.60 |
| 2012-09-30 | $1.0M | 12k | 86.03 |
| 2012-03-31 | $1.1M | 10k | 106.50 |
| 2011-12-31 | $906k | 10k | 90.60 |
| 2011-09-30 | $738k | 10k | 73.80 |
| 2011-06-30 | $1.1M | 10k | 106.50 |
| 2011-03-31 | $1.1M | 10k | 111.40 |
| 2010-12-31 | $937k | 10k | 93.70 |
More positions owned by Smith, Salley & Associates
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