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Caterpillar shares owned by Wilbanks Smith & Thomas Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wilbanks Smith & Thomas Asset Management from 13F filings

Historical chart of Wilbanks Smith & Thomas Asset Management investment in Caterpillar

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All positions including Caterpillar held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wilbanks Smith & Thomas Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38M 104k 366.43
2023-12-31 $31M 104k 295.67
2023-09-30 $28M 104k 273.00
2023-06-30 $26M 104k 246.05
2023-03-31 $23M 101k 228.84
2022-12-31 $24M 101k 239.56
2022-09-30 $16M 96k 164.08
2022-06-30 $17M 95k 178.76
2022-03-31 $20M 94k 213.62
2021-12-31 $19M 93k 206.74
2021-09-30 $18M 93k 191.97
2021-06-30 $20M 93k 217.63
2021-03-31 $22M 94k 231.87
2020-12-31 $17M 92k 182.02
2020-09-30 $14M 92k 149.15
2020-06-30 $12M 92k 126.50
2020-03-31 $11M 97k 116.04
2019-12-31 $14M 97k 147.68
2019-09-30 $12M 97k 126.31
2019-06-30 $13M 97k 136.29
2019-03-31 $13M 97k 135.49
2018-12-31 $12M 91k 127.07
2018-09-30 $14M 92k 152.49
2018-06-30 $12M 91k 135.67
2018-03-31 $13M 91k 147.38
2017-12-31 $14M 90k 157.58
2017-09-30 $11M 90k 124.71
2017-06-30 $9.7M 90k 107.46
2017-03-31 $8.4M 90k 92.76
2016-12-31 $8.4M 91k 92.74
2016-09-30 $8.1M 91k 88.77
2016-06-30 $5.6M 74k 75.81
2016-03-31 $5.6M 73k 76.54
2015-12-31 $5.0M 74k 67.97
2015-09-30 $4.9M 75k 65.36
2015-06-30 $6.5M 77k 84.82
2015-03-31 $6.1M 76k 80.03
2014-12-31 $7.0M 76k 91.53
2014-09-30 $7.5M 76k 99.03
2014-06-30 $8.3M 76k 108.67
2014-03-31 $7.6M 76k 99.37
2013-12-31 $2.8M 31k 90.80
2013-09-30 $2.8M 33k 83.40
2013-06-30 $2.6M 32k 82.50
2013-03-31 $2.8M 32k 86.97
2012-12-31 $2.9M 33k 89.62
2012-09-30 $1.4M 16k 86.04
2012-06-30 $1.2M 14k 84.91
2012-03-31 $1.5M 14k 106.53
2011-12-31 $1.4M 15k 90.59
2011-09-30 $1.2M 16k 73.84
2011-03-31 $1.9M 17k 111.37

More positions owned by Wilbanks Smith & Thomas Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Norfolk Southern (NSC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Wilbanks Smith & Thomas Asset Management

Top funds holding Caterpillar

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Bill & Melinda Gates Foundation Trust
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Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar