Caterpillar shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Smith Shellnut Wilson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $589k | 1.2k | 477.15 |
| 2025-06-30 | $472k | 1.2k | 388.21 |
| 2025-03-31 | $518k | 1.6k | 329.80 |
| 2024-12-31 | $603k | 1.7k | 362.76 |
| 2024-09-30 | $606k | 1.6k | 391.12 |
| 2024-06-30 | $516k | 1.6k | 333.10 |
| 2024-03-31 | $568k | 1.6k | 366.43 |
| 2023-12-31 | $458k | 1.6k | 295.67 |
| 2023-09-30 | $423k | 1.6k | 273.00 |
| 2023-06-30 | $381k | 1.6k | 246.05 |
| 2023-03-31 | $358k | 1.6k | 228.84 |
| 2022-12-31 | $374k | 1.6k | 239.56 |
| 2022-09-30 | $253k | 1.5k | 163.86 |
| 2022-06-30 | $270k | 1.5k | 178.45 |
| 2022-03-31 | $352k | 1.6k | 222.78 |
| 2021-12-31 | $318k | 1.5k | 207.03 |
| 2021-09-30 | $287k | 1.5k | 191.72 |
| 2021-06-30 | $277k | 1.3k | 217.94 |
| 2021-03-31 | $295k | 1.3k | 232.10 |
| 2020-12-31 | $219k | 1.2k | 182.04 |
| 2020-09-30 | $233 | 1.6k | 0.15 |